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 7-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.
Participant contribution per participant 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 | $43,180 | $106,584-59.5% | $101,326-57.4% | $142,382-69.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.06% | 36.93%-17.9pp | 36.82%-17.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $427 | $3,956-89.2% | $3,665-88.4% | $4,299-90.1% |
| Participant deferral / active EE | $1,477 | $8,297-82.2% | $7,994-81.5% | $6,507-77.3% |
| Admin fee / account holder | $25 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |