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 8-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,663 | $67,331-82.7% | $60,874-80.8% | $134,475-91.3% |
| Participation rate | 95.8% | 76.2%+19.7pp | 73.1%+22.7pp | 81.2%+14.6pp |
| Annual return | -3.63% | 49.93%-53.6pp | 16.90%-20.5pp | 417.96%-421.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $35 | $4,582-99.2% | $3,224-98.9% | $11,426-99.7% |