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 5-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 | $174,276-100.0% | $141,084-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 58.2%-58.2pp | 63.5%-63.5pp | 85.6%-85.6pp |
| Annual return | -61.74% | -44.02%-17.7pp | -42.88%-18.9pp | 396.79%-458.5pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,224-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $1,552-100.0% | $1,670-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $2,451-100.0% | $3,020-100.0% | $28,387-100.0% |