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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,477 | $88,083+3.9% | $164,813-44.5% | $74,495+22.8% |
| Participation rate | 99.2% | 73.0%+26.2pp | 78.6%+20.6pp | 67.2%+32.0pp |
| Annual return | 91.26% | 17.26%+74.0pp | 69.93%+21.3pp | 1364.94%-1273.7pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $7 | $2,234-99.7% | $12,690-99.9% | $1,942-99.7% |