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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,851 | $57,380+100.2% | $71,209+61.3% | - |
| Participation rate | 0.0% | 61.9%-61.9pp | 73.8%-73.8pp | - |
| Annual return | 16.73% | 13.03%+3.7pp | 282.51%-265.8pp | - |
| Employer contribution / active EE | $0 | $2,842-100.0% | $2,721-100.0% | - |
| Participant deferral / active EE | $0 | $3,790-100.0% | $4,175-100.0% | - |
| Admin fee / account holder | $237 | $2,851-91.7% | $5,349-95.6% | - |