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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $176,947-100.0% | $167,512-100.0% | - |
| Participation rate | 0.0% | 61.8%-61.8pp | 77.1%-77.1pp | - |
| Annual return | 2.15% | 15.13%-13.0pp | 1615.79%-1613.6pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $3,882-100.0% | - |
| Participant deferral / active EE | $0 | $4,114-100.0% | $6,405-100.0% | - |
| Admin fee / account holder | $0 | $22,209-100.0% | $9,769-100.0% | - |