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 | $23,290 | $167,307-86.1% | $143,757-83.8% | $134,475-82.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.15% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,255 | $5,619-24.3% | $4,951-14.1% | $4,740-10.2% |
| Participant deferral / active EE | $8,200 | $6,446+27.2% | $5,637+45.5% | $6,400+28.1% |
| Admin fee / account holder | $4 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |