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.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $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 | $0 | $531,693-100.0% | $31,867-100.0% | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 50.0%-50.0pp | 85.7%-85.7pp |
| Annual return | -8.41% | -13.27%+4.9pp | -12.40%+4.0pp | -13.27%+4.9pp |
| Employer contribution / active EE | $0 | $26,843-100.0% | $6,243-100.0% | $26,843-100.0% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $106-100.0% | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | $308-100.0% | $75,116-100.0% |