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 7-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 | $9,521 | $108,642-91.2% | $74,701-87.3% | $152,861-93.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,535 | $1,503+68.7% | $1,084+133.9% | $4,762-46.8% |
| Participant deferral / active EE | $4,251 | $2,712+56.7% | $1,964+116.5% | $5,850-27.3% |
| Admin fee / account holder | $56 | $4,902-98.9% | $3,333-98.3% | $11,596-99.5% |