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 7-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.
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 | $25,822 | $100,852-74.4% | $90,404-71.4% | $158,922-83.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.09% | 1724.20%-1699.1pp | 1293.02%-1267.9pp | 302.83%-277.7pp |
| Employer contribution / active EE | $2,503 | $3,689-32.1% | $3,262-23.3% | $4,761-47.4% |
| Participant deferral / active EE | $3,467 | $4,348-20.3% | $3,963-12.5% | $5,982-42.0% |
| Admin fee / account holder | $230 | $6,501-96.5% | $5,611-95.9% | $11,246-98.0% |