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.
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.
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 | $848,047-100.0% | $848,047-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 16.7%-16.7pp | 55.8%-55.8pp |
| Annual return | 6.31% | 3.42%+2.9pp | 5.63%+0.7pp | 24.42%-18.1pp |
| Employer contribution / active EE | $0 | $43,854-100.0% | $36,086-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $22,079-100.0% |