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 7-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.
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 | $150,431-100.0% | $131,982-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 86.5%-86.5pp | 86.8%-86.8pp | 85.6%-85.6pp |
| Annual return | -36.18% | -6.42%-29.8pp | -4.02%-32.2pp | 396.79%-433.0pp |
| Employer contribution / active EE | $0 | $3,938-100.0% | $3,768-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $4,015-100.0% | $3,959-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $8,260-100.0% | $6,995-100.0% | $28,387-100.0% |