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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,571 | $57,281-95.5% | $86,612-97.0% | $75,163-96.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 0.46% | 2670.75%-2670.3pp | 591.07%-590.6pp | 160.62%-160.2pp |
| Employer contribution / active EE | $1,460 | $2,314-36.9% | $3,022-51.7% | $2,670-45.3% |
| Participant deferral / active EE | $844 | $3,318-74.6% | $4,438-81.0% | $4,125-79.5% |
| Admin fee / account holder | $244 | $4,112-94.1% | $5,614-95.6% | $5,651-95.7% |