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 | $105,569 | $87,540+20.6% | $75,781+39.3% | $125,391-15.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.98% | 13.48%-11.5pp | 9.68%-7.7pp | 282.22%-280.2pp |
| Employer contribution / active EE | $2,413 | $3,930-38.6% | $3,323-27.4% | $4,866-50.4% |
| Participant deferral / active EE | $3,212 | $4,229-24.1% | $3,651-12.0% | $5,352-40.0% |
| Admin fee / account holder | $38 | $6,502-99.4% | $5,299-99.3% | $9,540-99.6% |