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 | $23,913 | $108,642-78.0% | $74,701-68.0% | $152,861-84.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 32.95% | 114.06%-81.1pp | 752.92%-720.0pp | 345.32%-312.4pp |
| Employer contribution / active EE | $4,507 | $1,503+199.9% | $1,084+315.9% | $4,762-5.4% |
| Participant deferral / active EE | $27,659 | $2,712+919.8% | $1,964+1308.6% | $5,850+372.8% |
| Admin fee / account holder | $96 | $4,902-98.0% | $3,333-97.1% | $11,596-99.2% |