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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,213 | $175,600-79.4% | $129,110-72.0% | $134,475-73.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -11.71% | -11.39%-0.3pp | -10.94%-0.8pp | 417.96%-429.7pp |
| Employer contribution / active EE | $394 | $6,355-93.8% | $5,052-92.2% | $4,740-91.7% |
| Participant deferral / active EE | $4,943 | $7,975-38.0% | $6,542-24.4% | $6,400-22.8% |
| Admin fee / account holder | $5 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |