Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 | $284,927-100.0% | $210,053-100.0% | $382,429-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.8%-80.8pp | 87.7%-87.7pp |
| Annual return | -0.13% | 281.55%-281.7pp | 232.76%-232.9pp | 248.85%-249.0pp |
| Employer contribution / active EE | $0 | $6,452-100.0% | $4,521-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $4,238-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $19,753-100.0% | $16,990-100.0% | $30,732-100.0% |