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.
Participant 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 | $10,373 | $84,696-87.8% | $75,696-86.3% | $167,490-93.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.89% | 199.36%-187.5pp | 104.53%-92.6pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,170 | $3,230-63.8% | $2,743-57.4% | $4,837-75.8% |
| Participant deferral / active EE | $1,018 | $4,580-77.8% | $3,821-73.4% | $6,341-83.9% |
| Admin fee / account holder | $244 | $5,355-95.5% | $3,619-93.3% | $12,309-98.0% |