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 | $18,965 | $42,894-55.8% | $60,874-68.8% | $68,494-72.3% |
| Participation rate | 97.1% | 66.8%+30.4pp | 73.1%+24.0pp | 67.9%+29.3pp |
| Annual return | 4.84% | -13.98%+18.8pp | 16.90%-12.1pp | -7.84%+12.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $231 | $3,101-92.5% | $3,224-92.8% | $5,403-95.7% |