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 | $95,271 | $55,002+73.2% | $59,878+59.1% | $56,287+69.3% |
| Participation rate | 98.9% | 75.9%+23.0pp | 74.7%+24.2pp | 69.9%+29.1pp |
| Annual return | -2.31% | 1.13%-3.4pp | 3.46%-5.8pp | -9.96%+7.6pp |
| Employer contribution / active EE | $1,254 | $2,448-48.8% | $2,722-53.9% | $2,111-40.6% |
| Participant deferral / active EE | $3,702 | $3,121+18.6% | $3,402+8.8% | $3,350+10.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |