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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,826-100.0% | $148,243-100.0% | $382,429-100.0% |
| Participation rate | 0.0% | 90.0%-90.0pp | 89.1%-89.1pp | 87.7%-87.7pp |
| Annual return | -32.21% | -11.36%-20.9pp | -8.20%-24.0pp | 248.85%-281.1pp |
| Employer contribution / active EE | $0 | $4,052-100.0% | $3,412-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,089-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $9,356-100.0% | $7,881-100.0% | $30,732-100.0% |