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.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,294 | $40,256+17.5% | $57,343-17.5% | $59,632-20.7% |
| Participation rate | 87.1% | 69.2%+17.9pp | 75.1%+12.0pp | 68.7%+18.4pp |
| Annual return | 1.15% | 27.49%-26.3pp | 24.39%-23.2pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |