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.
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 | $78,988-100.0% | - | $273,961-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | - | 83.0%-83.0pp |
| Annual return | -87.26% | 18.48%-105.7pp | - | 41.45%-128.7pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | - | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,397-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $0 | $13,270-100.0% | - | $10,132-100.0% |