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 4-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,093 | $214,378-94.4% | $200,582-94.0% | $142,382-91.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.55% | 46.41%-24.9pp | 42.33%-20.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,465 | $6,841-64.0% | $6,419-61.6% | $4,299-42.7% |
| Participant deferral / active EE | $24,360 | $9,865+146.9% | $9,331+161.1% | $6,507+274.4% |
| Admin fee / account holder | $189 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |