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 5-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 | $263,172-100.0% | $220,504-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 57.1%-57.1pp | 35.7%-35.7pp | 44.4%-44.4pp |
| Annual return | -15.99% | -8.66%-7.3pp | -9.09%-6.9pp | -14.65%-1.3pp |
| Employer contribution / active EE | $0 | $39,282-100.0% | $36,696-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $63-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $7,049-100.0% | $4,802-100.0% | $14,631-100.0% |