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 | $8,418 | $106,584-92.1% | $101,326-91.7% | $142,382-94.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.17% | 36.93%-19.8pp | 36.82%-19.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,721 | $3,956-56.5% | $3,665-53.0% | $4,299-60.0% |
| Participant deferral / active EE | $2,151 | $8,297-74.1% | $7,994-73.1% | $6,507-66.9% |
| Admin fee / account holder | $59 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |