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 | $244,740-100.0% | $206,214-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.4%-82.4pp | 85.6%-85.6pp |
| Annual return | 6.07% | -3.72%+9.8pp | -1.60%+7.7pp | 396.79%-390.7pp |
| Employer contribution / active EE | $0 | $7,019-100.0% | $5,967-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $4,649-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $15,419-100.0% | $13,671-100.0% | $28,387-100.0% |