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 | $18,350 | $109,817-83.3% | $98,442-81.4% | $167,490-89.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.79% | 1956.69%-1945.9pp | 1492.73%-1481.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $3,277 | $3,224+1.7% | $2,960+10.7% | $4,837-32.3% |
| Participant deferral / active EE | $4,735 | $4,673+1.3% | $4,276+10.7% | $6,341-25.3% |
| Admin fee / account holder | $171 | $6,753-97.5% | $5,949-97.1% | $12,309-98.6% |