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 5-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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $581,964-100.0% | $614,111-100.0% | $581,964-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 75.0%-75.0pp | 87.9%-87.9pp |
| Annual return | -100.00% | 19.66%-119.7pp | 2.46%-102.5pp | 19.66%-119.7pp |
| Employer contribution / active EE | $0 | $21,011-100.0% | $15,570-100.0% | $21,011-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $4,555-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,887-100.0% | $16,953-100.0% | $49,887-100.0% |