Filed July 6, 2022
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $85,004-100.0% | $76,284-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.2%-79.2pp | 80.3%-80.3pp |
| Annual return | 0.55% | 13.11%-12.6pp | 13.77%-13.2pp | 561.95%-561.4pp |
| Employer contribution / active EE | $0 | $5,265-100.0% | $4,585-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,390-100.0% | $5,478-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $5,760-100.0% | $5,131-100.0% | $13,398-100.0% |