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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $373,930 | $177,572+110.6% | $154,803+141.6% | $142,382+162.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 342.83% | 65.07%+277.8pp | 58.88%+283.9pp | 217.08%+125.8pp |
| Employer contribution / active EE | $19,721 | $4,810+310.0% | $4,305+358.0% | $4,299+358.7% |
| Participant deferral / active EE | $17,375 | $6,272+177.0% | $5,540+213.6% | $6,507+167.0% |
| Admin fee / account holder | $296 | $16,786-98.2% | $14,329-97.9% | $12,624-97.7% |