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 10-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 | $0 | $168,082-100.0% | $150,045-100.0% | - |
| Participation rate | 0.0% | 71.4%-71.4pp | 82.3%-82.3pp | - |
| Annual return | 11.14% | 24.81%-13.7pp | 62.55%-51.4pp | - |
| Employer contribution / active EE | $0 | $3,603-100.0% | $4,693-100.0% | - |
| Participant deferral / active EE | $0 | $7,053-100.0% | $7,997-100.0% | - |
| Admin fee / account holder | $0 | $7,866-100.0% | $13,435-100.0% | - |