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 3-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 | $642,683-100.0% | $386,318-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 67.7%-67.7pp | 85.6%-85.6pp |
| Annual return | -5.93% | -6.86%+0.9pp | -2.64%-3.3pp | 396.79%-402.7pp |
| Employer contribution / active EE | $0 | $5,282-100.0% | $4,025-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $3,904-100.0% | $3,524-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $23,448-100.0% | $16,179-100.0% | $28,387-100.0% |