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 | $670,669-100.0% | $646,305-100.0% | $532,464-100.0% |
| Participation rate | 0.0% | 94.1%-94.1pp | 91.9%-91.9pp | 89.6%-89.6pp |
| Annual return | 0.00% | 8.89%-8.9pp | 8.68%-8.7pp | 10.38%-10.4pp |
| Employer contribution / active EE | $0 | $23,417-100.0% | $22,738-100.0% | $19,351-100.0% |
| Participant deferral / active EE | $0 | $6,069-100.0% | $5,920-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $18,821-100.0% | $18,028-100.0% | $14,894-100.0% |