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 9-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.
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 | $148,060 | $60,124+146.3% | $90,404+63.8% | $79,858+85.4% |
| Participation rate | 97.4% | 65.0%+32.5pp | 72.7%+24.8pp | 69.6%+27.8pp |
| Annual return | 6.17% | 71.94%-65.8pp | 1293.02%-1286.8pp | 31.71%-25.5pp |
| Employer contribution / active EE | $6,307 | $2,068+205.0% | $3,262+93.4% | $2,471+155.3% |
| Participant deferral / active EE | $12,184 | $2,938+314.7% | $3,963+207.4% | $3,740+225.8% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |