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.
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 | $11,499 | $159,901-92.8% | $146,958-92.2% | $145,922-92.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.00% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,036 | $5,286-42.6% | $4,933-38.5% | $4,660-34.8% |
| Participant deferral / active EE | $12,923 | $8,428+53.3% | $8,070+60.1% | $6,688+93.2% |
| Admin fee / account holder | $40 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |