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.
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 | $28,495 | $114,381-75.1% | $107,525-73.5% | $142,382-80.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.86% | 242.71%-229.8pp | 181.32%-168.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $6,835 | $4,015+70.3% | $3,754+82.1% | $4,299+59.0% |
| Participant deferral / active EE | $38,360 | $5,564+589.4% | $5,116+649.9% | $6,507+489.5% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |