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 | $290,732-100.0% | $200,582-100.0% | - |
| Participation rate | 0.0% | 83.9%-83.9pp | 86.9%-86.9pp | - |
| Annual return | 11.90% | 14.10%-2.2pp | 42.33%-30.4pp | - |
| Employer contribution / active EE | $0 | $5,017-100.0% | $6,419-100.0% | - |
| Participant deferral / active EE | $0 | $8,241-100.0% | $9,331-100.0% | - |
| Admin fee / account holder | $0 | $8,656-100.0% | $16,305-100.0% | - |