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 5-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.
Plan reported a final filing / termination within the last year.
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 | $0 | $315,136-100.0% | $286,273-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 37.3%-37.3pp | 30.6%-30.6pp | 47.4%-47.4pp |
| Annual return | 6.36% | 10.25%-3.9pp | 10.78%-4.4pp | 12.16%-5.8pp |
| Employer contribution / active EE | $0 | $47,546-100.0% | $41,857-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |