See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,579 | $88,594+25.9% | $70,092+59.2% | $134,475-17.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -21.03% | 442.67%-463.7pp | 190.73%-211.8pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,211 | $3,233-31.6% | $2,559-13.6% | $4,740-53.4% |
| Participant deferral / active EE | $18,427 | $4,772+286.1% | $3,849+378.8% | $6,400+187.9% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |