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 | $198,814-100.0% | $198,814-100.0% | $289,147-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 75.0%-75.0pp | 80.8%-80.8pp |
| Annual return | 1.04% | 15.34%-14.3pp | 12.03%-11.0pp | 12.61%-11.6pp |
| Employer contribution / active EE | $0 | $13,041-100.0% | $13,041-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $0 | $5,545-100.0% | $5,545-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $10,102-100.0% | $10,102-100.0% | $23,026-100.0% |