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 8-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 | $12,669 | $103,376-87.7% | $87,100-85.5% | $152,861-91.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 30.85% | 28.10%+2.8pp | 28.19%+2.7pp | 345.32%-314.5pp |
| Employer contribution / active EE | $19,916 | $3,220+518.4% | $2,521+689.9% | $4,762+318.2% |
| Participant deferral / active EE | $21,735 | $4,778+354.9% | $4,049+436.8% | $5,850+271.5% |
| Admin fee / account holder | $6 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |