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 4-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 | $159,106-100.0% | $110,238-100.0% | - |
| Participation rate | 0.0% | 75.5%-75.5pp | 79.8%-79.8pp | - |
| Annual return | 11.52% | -5.88%+17.4pp | 314.74%-303.2pp | - |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,826-100.0% | - |
| Participant deferral / active EE | $0 | $3,490-100.0% | $4,672-100.0% | - |
| Admin fee / account holder | $0 | $9,628-100.0% | $8,547-100.0% | - |