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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,433 | $112,686-93.4% | $169,993-95.6% | $80,160-90.7% |
| Participation rate | 94.5% | 87.4%+7.1pp | 87.0%+7.5pp | 72.9%+21.6pp |
| Annual return | 12.84% | 67.04%-54.2pp | 53.37%-40.5pp | 40.38%-27.5pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $6,785-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $17 | $99-82.4% | $12,815-99.9% | $145-88.0% |