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 | $13,625 | $102,966-86.8% | $90,281-84.9% | $152,861-91.1% |
| Participation rate | 85.0% | 75.9%+9.1pp | 73.3%+11.7pp | 82.4%+2.6pp |
| Annual return | 3.51% | 95.16%-91.7pp | 78.10%-74.6pp | 345.32%-341.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $131 | $6,171-97.9% | $5,351-97.5% | $11,596-98.9% |