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 5-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 | $350,135-100.0% | $379,605-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 73.8%-73.8pp | 79.0%-79.0pp |
| Annual return | -4.67% | 11.86%-16.5pp | 11.18%-15.8pp | 11.86%-16.5pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $15,275-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $15,215-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $23,717-100.0% | $4,508-100.0% | $23,717-100.0% |