Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,420 | $90,674-60.9% | $96,707-63.4% | $82,448-57.0% |
| Participation rate | 95.9% | 75.9%+19.9pp | 80.4%+15.5pp | 68.1%+27.8pp |
| Annual return | 12.62% | 49.05%-36.4pp | 34.78%-22.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,571 | $3,975-10.2% | $4,191-14.8% | $2,551+40.0% |
| Participant deferral / active EE | $6,557 | $5,696+15.1% | $5,997+9.3% | $4,139+58.4% |
| Admin fee / account holder | $0 | $7,568-100.0% | $7,503-100.0% | $7,234-100.0% |