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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,699 | $74,888-93.7% | $71,209-93.4% | $142,382-96.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.54% | 345.14%-341.6pp | 282.51%-279.0pp | 217.08%-213.5pp |
| Employer contribution / active EE | $1,959 | $2,854-31.4% | $2,721-28.0% | $4,299-54.4% |
| Participant deferral / active EE | $784 | $4,454-82.4% | $4,175-81.2% | $6,507-88.0% |
| Admin fee / account holder | $271 | $5,568-95.1% | $5,349-94.9% | $12,624-97.8% |