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 10-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 | $273,761-100.0% | $107,525-100.0% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 75.1%-75.1pp | - |
| Annual return | 10.53% | 16.25%-5.7pp | 181.32%-170.8pp | - |
| Employer contribution / active EE | $0 | $2,099-100.0% | $3,754-100.0% | - |
| Participant deferral / active EE | $0 | $3,884-100.0% | $5,116-100.0% | - |
| Admin fee / account holder | $0 | $22,208-100.0% | $8,919-100.0% | - |