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 | $39,812 | $109,817-63.7% | $98,442-59.6% | $167,490-76.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 25.68% | 1956.69%-1931.0pp | 1492.73%-1467.0pp | 478.56%-452.9pp |
| Employer contribution / active EE | $2,023 | $3,224-37.3% | $2,960-31.7% | $4,837-58.2% |
| Participant deferral / active EE | $5,123 | $4,673+9.6% | $4,276+19.8% | $6,341-19.2% |
| Admin fee / account holder | $230 | $6,753-96.6% | $5,949-96.1% | $12,309-98.1% |