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.
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 | $68,015 | $40,256+69.0% | $57,343+18.6% | $59,632+14.1% |
| Participation rate | 98.0% | 69.2%+28.8pp | 75.1%+22.9pp | 68.7%+29.3pp |
| Annual return | 2.01% | 27.49%-25.5pp | 24.39%-22.4pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $4,313 | $1,922+124.4% | $2,689+60.4% | $2,203+95.8% |
| Participant deferral / active EE | $3,720 | $2,399+55.1% | $3,162+17.6% | $3,192+16.6% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |