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 8-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 | $59,590 | $126,574-52.9% | $106,213-43.9% | $145,922-59.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.41% | 224.79%-212.4pp | 116.14%-103.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,090 | $3,730+9.6% | $3,171+29.0% | $4,660-12.2% |
| Participant deferral / active EE | $4,090 | $5,724-28.5% | $5,016-18.5% | $6,688-38.8% |
| Admin fee / account holder | $115 | $17,304-99.3% | $11,033-99.0% | $13,397-99.1% |