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 5-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 | $66,426 | $159,901-58.5% | $146,958-54.8% | $145,922-54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.57% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $47,411 | $5,286+796.9% | $4,933+861.1% | $4,660+917.5% |
| Participant deferral / active EE | $171,595 | $8,428+1935.9% | $8,070+2026.4% | $6,688+2465.8% |
| Admin fee / account holder | $119 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |