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 6-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 | $7,651 | $88,751-91.4% | $81,812-90.6% | $145,922-94.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.52% | 1025.40%-1010.9pp | 773.79%-759.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,005 | $3,083-2.5% | $2,912+3.2% | $4,660-35.5% |
| Participant deferral / active EE | $5,737 | $4,643+23.6% | $4,319+32.8% | $6,688-14.2% |
| Admin fee / account holder | $81 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |