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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,777 | $67,331-57.3% | $60,874-52.7% | $134,475-78.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.16% | 49.93%-64.1pp | 16.90%-31.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $6,407 | $3,096+106.9% | $2,701+137.2% | $4,740+35.2% |
| Participant deferral / active EE | $16,461 | $4,538+262.7% | $3,817+331.3% | $6,400+157.2% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |