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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,398 | $159,602-78.4% | $150,045-77.1% | $142,382-75.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 24.91% | 70.24%-45.3pp | 62.55%-37.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $81,113 | $4,961+1535.2% | $4,693+1628.3% | $4,299+1786.7% |
| Participant deferral / active EE | $111,066 | $8,310+1236.5% | $7,997+1288.8% | $6,507+1606.8% |
| Admin fee / account holder | $68 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |