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.
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 | $64,307-100.0% | $57,343-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 83.2%-83.2pp |
| Annual return | -2.75% | 25.12%-27.9pp | 24.39%-27.1pp | 282.22%-285.0pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,848-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |