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 9-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,595 | $116,175-56.4% | $93,606-45.9% | $152,861-66.9% |
| Participation rate | 95.5% | 78.0%+17.4pp | 75.8%+19.6pp | 82.4%+13.0pp |
| Annual return | 7.34% | 35.96%-28.6pp | 32.76%-25.4pp | 345.32%-338.0pp |
| Employer contribution / active EE | $4,842 | $3,218+50.5% | $2,718+78.1% | $4,762+1.7% |
| Participant deferral / active EE | $4,653 | $4,603+1.1% | $4,069+14.4% | $5,850-20.5% |
| Admin fee / account holder | $3 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |