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 6-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 | $21,098 | $92,703-77.2% | $82,719-74.5% | $134,475-84.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -38.92% | 944.92%-983.8pp | 701.18%-740.1pp | 417.96%-456.9pp |
| Employer contribution / active EE | $24,273 | $3,274+641.4% | $3,009+706.7% | $4,740+412.1% |
| Participant deferral / active EE | $67,728 | $4,802+1310.4% | $4,395+1441.0% | $6,400+958.3% |
| Admin fee / account holder | $291 | $5,983-95.1% | $5,329-94.5% | $11,426-97.4% |