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 | $163,361 | $177,572-8.0% | $154,803+5.5% | $142,382+14.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.97% | 65.07%-61.1pp | 58.88%-54.9pp | 217.08%-213.1pp |
| Employer contribution / active EE | $51,821 | $4,810+977.3% | $4,305+1103.6% | $4,299+1105.4% |
| Participant deferral / active EE | $32,336 | $6,272+415.6% | $5,540+483.6% | $6,507+396.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |