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 | $92,418 | $54,762+68.8% | $90,281+2.4% | $72,985+26.6% |
| Participation rate | 94.6% | 65.1%+29.5pp | 73.3%+21.4pp | 69.5%+25.2pp |
| Annual return | 24.45% | 30.63%-6.2pp | 78.10%-53.6pp | 81.00%-56.6pp |
| Employer contribution / active EE | $5,213 | $2,092+149.1% | $2,854+82.6% | $2,440+113.6% |
| Participant deferral / active EE | $13,973 | $2,887+384.0% | $3,885+259.6% | $3,607+287.3% |
| Admin fee / account holder | $8 | $3,972-99.8% | $5,351-99.8% | $5,124-99.8% |