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 | $511,364-100.0% | $162,163-100.0% | - |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.6%-87.6pp | - |
| Annual return | -123.15% | 18.01%-141.2pp | 115.59%-238.7pp | - |
| Employer contribution / active EE | $0 | $2,842-100.0% | $5,614-100.0% | - |
| Participant deferral / active EE | $0 | $5,219-100.0% | $7,298-100.0% | - |
| Admin fee / account holder | $0 | $22,911-100.0% | $10,843-100.0% | - |