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.
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 | $49,976 | $214,378-76.7% | $200,582-75.1% | $142,382-64.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.90% | 46.41%-23.5pp | 42.33%-19.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $15,977 | $6,841+133.5% | $6,419+148.9% | $4,299+271.6% |
| Participant deferral / active EE | $110,759 | $9,865+1022.8% | $9,331+1087.0% | $6,507+1602.1% |
| Admin fee / account holder | $110 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |