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 | $24,843 | $73,515-66.2% | $62,995-60.6% | $147,584-83.2% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.8%+19.6pp | 82.8%+11.6pp |
| Annual return | 9.31% | 175.43%-166.1pp | 87.57%-78.3pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,270 | $3,320-61.7% | $2,759-54.0% | $4,876-74.0% |
| Participant deferral / active EE | $1,687 | $4,185-59.7% | $3,329-49.3% | $5,439-69.0% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |