See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $468,795-100.0% | $284,321-100.0% | $468,795-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 100.0%-100.0pp | 85.5%-85.5pp |
| Annual return | 3.81% | 39.95%-36.1pp | -11.67%+15.5pp | 39.95%-36.1pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $15,034-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $5,913-100.0% | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | $23-100.0% | $8,110-100.0% |