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 | $27,792 | $45,073-38.3% | $69,455-60.0% | $72,985-61.9% |
| Participation rate | 97.1% | 68.5%+28.6pp | 74.6%+22.5pp | 69.5%+27.7pp |
| Annual return | 14.96% | 22.65%-7.7pp | 28.97%-14.0pp | 81.00%-66.0pp |
| Employer contribution / active EE | $6,914 | $2,054+236.6% | $2,779+148.8% | $2,440+183.4% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |