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.
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 | $33,517 | $106,515-68.5% | $96,683-65.3% | $139,434-76.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.04% | 38.43%-30.4pp | 35.69%-27.7pp | 372.94%-364.9pp |
| Employer contribution / active EE | $2,274 | $4,103-44.6% | $3,737-39.2% | $4,751-52.1% |
| Participant deferral / active EE | $5,679 | $5,454+4.1% | $4,878+16.4% | $6,710-15.4% |
| Admin fee / account holder | $185 | $7,877-97.6% | $6,730-97.2% | $11,403-98.4% |