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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,795-100.0% | $754,582-100.0% | $468,795-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 66.1%-66.1pp | 85.5%-85.5pp |
| Annual return | 2.53% | 39.95%-37.4pp | 9.47%-6.9pp | 39.95%-37.4pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $26,910-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $6,723-100.0% | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | $4,740-100.0% | $8,110-100.0% |