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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,780 | $293,860-71.8% | $237,244-65.1% | $357,791-76.9% |
| Participation rate | 71.4% | 84.2%-12.8pp | 80.3%-8.8pp | 85.6%-14.2pp |
| Annual return | -21.84% | 4677.97%-4699.8pp | 4131.29%-4153.1pp | 396.79%-418.6pp |
| Employer contribution / active EE | $0 | $5,523-100.0% | $4,351-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $4,397-100.0% | $4,056-100.0% | $5,521-100.0% |
| Admin fee / account holder | $296 | $21,223-98.6% | $18,030-98.4% | $28,387-99.0% |