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 9-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 | $735,639-100.0% | $659,271-100.0% | $525,611-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 71.0%-71.0pp | 87.0%-87.0pp |
| Annual return | -43.27% | 16.41%-59.7pp | 13.60%-56.9pp | 8.71%-52.0pp |
| Employer contribution / active EE | $0 | $20,095-100.0% | $18,914-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $0 | $3,490-100.0% | $3,574-100.0% | $5,987-100.0% |
| Admin fee / account holder | $0 | $94,925-100.0% | $82,290-100.0% | $41,812-100.0% |