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 6-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 | $216,874-100.0% | $174,595-100.0% | $382,429-100.0% |
| Participation rate | 0.0% | 86.9%-86.9pp | 85.1%-85.1pp | 87.7%-87.7pp |
| Annual return | 2.68% | 7969.70%-7967.0pp | 6861.22%-6858.5pp | 248.85%-246.2pp |
| Employer contribution / active EE | $0 | $4,110-100.0% | $3,630-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,379-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $12,030-100.0% | $10,352-100.0% | $30,732-100.0% |