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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,250 | $79,171-83.3% | $102,423-87.1% | $74,495-82.2% |
| Participation rate | 92.8% | 74.8%+18.0pp | 76.5%+16.3pp | 67.2%+25.6pp |
| Annual return | 18.52% | 54.93%-36.4pp | 29.32%-10.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $1,854 | $2,362-21.5% | $3,023-38.7% | $2,623-29.3% |
| Participant deferral / active EE | $3,870 | $4,415-12.4% | $5,053-23.4% | $4,346-11.0% |
| Admin fee / account holder | $5 | $2,001-99.8% | $9,451-99.9% | $1,942-99.7% |