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 9-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 | $186,002-100.0% | $186,002-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 71.9%-71.9pp | 71.9%-71.9pp | 79.0%-79.0pp |
| Annual return | 29.93% | 14.60%+15.3pp | 11.51%+18.4pp | 11.86%+18.1pp |
| Employer contribution / active EE | $0 | $12,809-100.0% | $12,809-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $0 | $6,435-100.0% | $6,435-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $9,546-100.0% | $9,546-100.0% | $23,717-100.0% |