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 4-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 | $495,011-100.0% | $442,409-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 88.7%-88.7pp | 88.0%-88.0pp | 85.6%-85.6pp |
| Annual return | -100.00% | 92.83%-192.8pp | 90.53%-190.5pp | 396.79%-496.8pp |
| Employer contribution / active EE | $0 | $8,270-100.0% | $7,697-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $7,613-100.0% | $7,555-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $60,147-100.0% | $51,603-100.0% | $28,387-100.0% |