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 3-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 | $119,351-100.0% | $101,347-100.0% | $382,429-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 71.9%-71.9pp | 87.7%-87.7pp |
| Annual return | -1.71% | -45.02%+43.3pp | -44.15%+42.4pp | 248.85%-250.6pp |
| Employer contribution / active EE | $0 | $1,987-100.0% | $1,685-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $2,526-100.0% | $2,328-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $3,547-100.0% | $3,532-100.0% | $30,732-100.0% |