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 4-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.
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 | $209,374-100.0% | $204,484-100.0% | $478,521-100.0% |
| Participation rate | 0.0% | 90.3%-90.3pp | 87.2%-87.2pp | 89.3%-89.3pp |
| Annual return | 6.95% | 0.62%+6.3pp | 1.17%+5.8pp | 101.52%-94.6pp |
| Employer contribution / active EE | $0 | $3,026-100.0% | $3,236-100.0% | $22,406-100.0% |
| Participant deferral / active EE | $0 | $10,567-100.0% | $9,535-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $3,921-100.0% | $4,140-100.0% | $12,578-100.0% |