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.
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 | $6,415 | $152,509-95.8% | $117,472-94.5% | $134,475-95.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.34% | 52.99%-70.3pp | 29.74%-47.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,334 | $5,571-76.1% | $4,176-68.1% | $4,740-71.9% |
| Participant deferral / active EE | $3,568 | $4,818-25.9% | $4,070-12.3% | $6,400-44.2% |
| Admin fee / account holder | $3 | $7,004-100.0% | $5,645-99.9% | $11,426-100.0% |