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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,196 | $82,664+28.5% | $125,339-15.3% | $68,494+55.0% |
| Participation rate | 81.2% | 75.0%+6.1pp | 82.4%-1.2pp | 67.9%+13.3pp |
| Annual return | -11.38% | -5.97%-5.4pp | 572.05%-583.4pp | -7.84%-3.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,798 | $6,110+27.6% | $7,446+4.7% | $4,027+93.6% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |