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 5-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.
Participant contribution per participant 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 | $1,605 | $117,983-98.6% | $101,794-98.4% | $142,382-98.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 29.55% | 36.92%-7.4pp | 30.53%-1.0pp | 217.08%-187.5pp |
| Employer contribution / active EE | $2,091 | $2,773-24.6% | $2,289-8.6% | $4,299-51.4% |
| Participant deferral / active EE | $1,105 | $4,714-76.6% | $4,084-72.9% | $6,507-83.0% |
| Admin fee / account holder | $25 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |