Filed September 18, 2023
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 8-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 | $564,480-100.0% | $113,516-100.0% | $564,480-100.0% |
| Participation rate | 0.0% | 89.1%-89.1pp | 93.3%-93.3pp | 89.1%-89.1pp |
| Annual return | 0.00% | -14.07%+14.1pp | -14.61%+14.6pp | -14.07%+14.1pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $5,360-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $2,642-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $3,772-100.0% | $27,140-100.0% |