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 10-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,256 | $53,822+166.2% | $75,696+89.3% | $85,850+66.9% |
| Participation rate | 89.8% | 69.1%+20.7pp | 74.8%+15.0pp | 69.3%+20.5pp |
| Annual return | 13.17% | 24.54%-11.4pp | 104.53%-91.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $10,621 | $2,017+426.6% | $2,743+287.2% | $2,565+314.0% |
| Participant deferral / active EE | $4,999 | $2,895+72.7% | $3,821+30.8% | $3,952+26.5% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |