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 4-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 | $4,339 | $100,773-95.7% | $88,946-95.1% | $142,382-97.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 29.76% | 70.18%-40.4pp | 57.82%-28.1pp | 217.08%-187.3pp |
| Employer contribution / active EE | $14,153 | $2,918+385.1% | $2,555+453.9% | $4,299+229.2% |
| Participant deferral / active EE | $8,155 | $5,230+55.9% | $4,581+78.0% | $6,507+25.3% |
| Admin fee / account holder | $7 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |