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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $70,050 | $49,177+42.4% | $79,464-11.8% | $64,186+9.1% |
| Participation rate | 96.5% | 65.0%+31.4pp | 73.3%+23.1pp | 69.6%+26.9pp |
| Annual return | -2.49% | -1.16%-1.3pp | 718.14%-720.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $3,506 | $2,076+68.9% | $2,800+25.2% | $2,381+47.3% |
| Participant deferral / active EE | $4,304 | $2,821+52.5% | $3,704+16.2% | $3,470+24.0% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |