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.
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 | $584 | $108,642-99.5% | $74,701-99.2% | $152,861-99.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 26.50% | 114.06%-87.6pp | 752.92%-726.4pp | 345.32%-318.8pp |
| Employer contribution / active EE | $799 | $1,503-46.8% | $1,084-26.3% | $4,762-83.2% |
| Participant deferral / active EE | $1,598 | $2,712-41.1% | $1,964-18.6% | $5,850-72.7% |
| Admin fee / account holder | $57 | $4,902-98.8% | $3,333-98.3% | $11,596-99.5% |