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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,434 | $111,724-95.1% | $93,606-94.2% | $145,922-96.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.86% | 202.98%-187.1pp | 133.20%-117.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $883 | $3,090-71.4% | $2,420-63.5% | $4,660-81.1% |
| Participant deferral / active EE | $1,776 | $4,912-63.8% | $4,411-59.7% | $6,688-73.4% |
| Admin fee / account holder | $76 | $10,250-99.3% | $8,285-99.1% | $13,397-99.4% |