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.
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 | $430,061-100.0% | $331,881-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 72.6%-72.6pp | 79.6%-79.6pp | 85.6%-85.6pp |
| Annual return | -7.30% | -3.13%-4.2pp | -0.91%-6.4pp | 396.79%-404.1pp |
| Employer contribution / active EE | $0 | $9,014-100.0% | $7,480-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $4,517-100.0% | $4,619-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $30,517-100.0% | $26,542-100.0% | $28,387-100.0% |