Filed December 1, 2022
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 | $748,053-100.0% | $621,730-100.0% | - |
| Participation rate | 0.0% | 36.7%-36.7pp | 90.8%-90.8pp | - |
| Annual return | 1.73% | -17.34%+19.1pp | 10.76%-9.0pp | - |
| Employer contribution / active EE | $0 | $362-100.0% | $9,871-100.0% | - |
| Participant deferral / active EE | $0 | $1,422-100.0% | $6,979-100.0% | - |
| Admin fee / account holder | $0 | $22,312-100.0% | $66,065-100.0% | - |