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 | $69,631 | $48,076+44.8% | $78,689-11.5% | $62,891+10.7% |
| Participation rate | 97.6% | 65.2%+32.4pp | 73.6%+24.1pp | 69.3%+28.3pp |
| Annual return | 6.72% | 31.35%-24.6pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $6,839 | $2,015+239.5% | $2,851+139.9% | $2,281+199.8% |
| Participant deferral / active EE | $5,661 | $2,588+118.8% | $3,517+61.0% | $3,203+76.7% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |