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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,044 | $197,591-68.1% | $177,821-64.5% | $158,922-60.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.02% | 58.76%-36.7pp | 48.32%-26.3pp | 302.83%-280.8pp |
| Employer contribution / active EE | $53,283 | $6,697+695.6% | $5,918+800.3% | $4,761+1019.1% |
| Participant deferral / active EE | $57,164 | $8,405+580.1% | $7,714+641.0% | $5,982+855.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |