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.
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 | $54,705-100.0% | $71,209-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 64.1%-64.1pp | 73.8%-73.8pp | 68.3%-68.3pp |
| Annual return | -97.14% | 35.90%-133.0pp | 282.51%-379.6pp | 40.90%-138.0pp |
| Employer contribution / active EE | $2,105 | $2,158-2.4% | $2,721-22.6% | $2,631-20.0% |
| Participant deferral / active EE | $3,439 | $3,030+13.5% | $4,175-17.6% | $4,212-18.4% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |