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 3-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $566 | $70,756-99.2% | $65,493-99.1% | $142,382-99.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.18% | 1754.89%-1740.7pp | 982.45%-968.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $854 | $2,881-70.4% | $2,574-66.8% | $4,299-80.1% |
| Participant deferral / active EE | $260 | $4,637-94.4% | $3,961-93.4% | $6,507-96.0% |
| Admin fee / account holder | $193 | $6,559-97.1% | $5,028-96.2% | $12,624-98.5% |