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 | $430,061-100.0% | $331,881-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 72.6%-72.6pp | 79.6%-79.6pp | 85.6%-85.6pp |
| Annual return | 3.74% | -3.13%+6.9pp | -0.91%+4.7pp | 396.79%-393.1pp |
| Employer contribution / active EE | $0 | $9,014-100.0% | $7,480-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $4,517-100.0% | $4,619-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $30,517-100.0% | $26,542-100.0% | $28,387-100.0% |