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 9-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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,782 | $115,770-84.6% | $101,248-82.4% | $158,922-88.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.59% | 56.14%-34.5pp | 46.47%-24.9pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,146 | $4,175-72.6% | $3,660-68.7% | $4,761-75.9% |
| Participant deferral / active EE | $2,436 | $4,957-50.9% | $4,370-44.3% | $5,982-59.3% |
| Admin fee / account holder | $71 | $7,245-99.0% | $5,945-98.8% | $11,246-99.4% |