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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,446 | $177,572-97.5% | $154,803-97.1% | $142,382-96.9% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 44.36% | 65.07%-20.7pp | 58.88%-14.5pp | 217.08%-172.7pp |
| Employer contribution / active EE | $3,814 | $4,810-20.7% | $4,305-11.4% | $4,299-11.3% |
| Participant deferral / active EE | $2,982 | $6,272-52.5% | $5,540-46.2% | $6,507-54.2% |
| Admin fee / account holder | $234 | $16,786-98.6% | $14,329-98.4% | $12,624-98.1% |