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.
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 | $333,627-100.0% | $205,371-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 53.4%-53.4pp | 39.2%-39.2pp |
| Annual return | 3.98% | 5.45%-1.5pp | 6.25%-2.3pp | 13.91%-9.9pp |
| Employer contribution / active EE | $0 | $34,450-100.0% | $26,962-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $517-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $19,108-100.0% | $13,227-100.0% | $41,846-100.0% |