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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $92,788 | $75,183+23.4% | $123,892-25.1% | $55,167+68.2% |
| Participation rate | 99.3% | 72.8%+26.4pp | 81.4%+17.8pp | 69.0%+30.3pp |
| Annual return | 7.81% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,025 | $2,823-28.3% | $4,617-56.1% | $1,963+3.2% |
| Participant deferral / active EE | $4,524 | $5,084-11.0% | $5,984-24.4% | $3,054+48.1% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |