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 | $115,814-100.0% | $105,223-100.0% | - |
| Participation rate | 0.0% | 57.0%-57.0pp | 75.0%-75.0pp | - |
| Annual return | 10.53% | 16.00%-5.5pp | 180.65%-170.1pp | - |
| Employer contribution / active EE | $0 | $2,099-100.0% | $3,689-100.0% | - |
| Participant deferral / active EE | $0 | $3,710-100.0% | $5,072-100.0% | - |
| Admin fee / account holder | $0 | $7,174-100.0% | $8,859-100.0% | - |