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 | $49,933 | $100,754-50.4% | $86,677-42.4% | $134,475-62.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -3.05% | 29.04%-32.1pp | 35.91%-39.0pp | 417.96%-421.0pp |
| Employer contribution / active EE | $27,916 | $3,489+700.0% | $2,836+884.2% | $4,740+489.0% |
| Participant deferral / active EE | $18,000 | $5,338+237.2% | $4,656+286.6% | $6,400+181.3% |
| Admin fee / account holder | $27 | $10,926-99.8% | $7,493-99.6% | $11,426-99.8% |