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 6-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 | $103,031-100.0% | $78,805-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 81.4%-81.4pp | 73.6%-73.6pp | 85.6%-85.6pp |
| Annual return | -1.17% | -11.97%+10.8pp | -2.71%+1.5pp | 396.79%-398.0pp |
| Employer contribution / active EE | $0 | $6,909-100.0% | $4,059-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $3,584-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $5,883-100.0% | $5,677-100.0% | $28,387-100.0% |