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 | $116,496 | $45,073+158.5% | $69,455+67.7% | $72,985+59.6% |
| Participation rate | 98.9% | 68.5%+30.4pp | 74.6%+24.3pp | 69.5%+29.4pp |
| Annual return | 16.61% | 22.65%-6.0pp | 28.97%-12.4pp | 81.00%-64.4pp |
| Employer contribution / active EE | $12,278 | $2,054+497.8% | $2,779+341.8% | $2,440+403.2% |
| Participant deferral / active EE | $5,861 | $2,602+125.3% | $3,535+65.8% | $3,607+62.5% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |