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 9-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 | $14,786 | $45,152-67.3% | $73,843-80.0% | $59,632-75.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.92% | 27.40%-26.5pp | 2267.84%-2266.9pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $2,968 | $1,902+56.1% | $2,787+6.5% | $2,203+34.8% |
| Participant deferral / active EE | $3,950 | $2,574+53.5% | $3,583+10.2% | $3,192+23.8% |
| Admin fee / account holder | $16 | $3,516-99.5% | $4,880-99.7% | $4,297-99.6% |