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.
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 | $6,333 | $159,901-96.0% | $146,958-95.7% | $145,922-95.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.51% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,225 | $5,286-39.0% | $4,933-34.6% | $4,660-30.8% |
| Participant deferral / active EE | $3,159 | $8,428-62.5% | $8,070-60.9% | $6,688-52.8% |
| Admin fee / account holder | $24 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |