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.
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 | $41,064 | $159,602-74.3% | $150,045-72.6% | $142,382-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.88% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,809 | $4,961-63.5% | $4,693-61.5% | $4,299-57.9% |
| Participant deferral / active EE | $23,500 | $8,310+182.8% | $7,997+193.9% | $6,507+261.1% |
| Admin fee / account holder | $124 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |