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.
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 | $40,795 | $140,940-71.1% | $112,229-63.7% | $139,434-70.7% |
| Participation rate | 77.8% | 79.2%-1.4pp | 72.4%+5.3pp | 80.3%-2.5pp |
| Annual return | 19.78% | 32.71%-12.9pp | 30.20%-10.4pp | 372.94%-353.2pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $161 | $9,954-98.4% | $7,748-97.9% | $11,403-98.6% |