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 6-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.
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 | $459,402-100.0% | $411,083-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 38.9%-38.9pp | 30.8%-30.8pp | 43.0%-43.0pp |
| Annual return | -5.13% | 5.05%-10.2pp | 5.50%-10.6pp | 259.13%-264.3pp |
| Employer contribution / active EE | $0 | $35,260-100.0% | $28,518-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $871-100.0% | $818-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $8,281-100.0% | $7,663-100.0% | $21,546-100.0% |