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 | $574 | $96,635-99.4% | $86,612-99.3% | $139,434-99.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.97% | 106.41%-80.4pp | 591.07%-565.1pp | 372.94%-347.0pp |
| Employer contribution / active EE | $1,240 | $3,263-62.0% | $3,022-59.0% | $4,751-73.9% |
| Participant deferral / active EE | $1,245 | $4,836-74.3% | $4,438-72.0% | $6,710-81.5% |
| Admin fee / account holder | $18 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |