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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,061 | $73,004-65.7% | $90,749-72.4% | $68,494-63.4% |
| Participation rate | 96.8% | 70.8%+25.9pp | 75.7%+21.1pp | 67.9%+28.9pp |
| Annual return | 60.91% | -13.81%+74.7pp | -12.16%+73.1pp | -7.84%+68.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |