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 | $89,847 | $76,552+17.4% | $123,892-27.5% | $62,891+42.9% |
| Participation rate | 98.1% | 73.0%+25.1pp | 81.4%+16.7pp | 69.3%+28.8pp |
| Annual return | 34.40% | 18.68%+15.7pp | 47.52%-13.1pp | 20.14%+14.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $116 | $4,826-97.6% | $8,357-98.6% | $4,296-97.3% |