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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,232 | $228,332-98.6% | $185,823-98.3% | $158,922-98.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.87% | 40.80%-35.9pp | 35.95%-31.1pp | 302.83%-298.0pp |
| Employer contribution / active EE | $271 | $4,967-94.5% | $4,087-93.4% | $4,761-94.3% |
| Participant deferral / active EE | $1,371 | $6,415-78.6% | $5,632-75.7% | $5,982-77.1% |
| Admin fee / account holder | $17 | $11,864-99.9% | $9,500-99.8% | $11,246-99.9% |