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.
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 | $238,417-100.0% | $197,205-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 26.7%-26.7pp | 39.2%-39.2pp |
| Annual return | 15.68% | 9.91%+5.8pp | 9.79%+5.9pp | 13.91%+1.8pp |
| Employer contribution / active EE | $0 | $41,881-100.0% | $40,174-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $199-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $2,353-100.0% | $1,949-100.0% | $41,846-100.0% |