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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $112,212 | $57,976+93.5% | $62,995+78.1% | $62,292+80.1% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.8%+24.5pp | 69.5%+29.8pp |
| Annual return | 15.80% | 17.54%-1.7pp | 87.57%-71.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $5,761 | $2,415+138.6% | $2,759+108.8% | $2,042+182.1% |
| Participant deferral / active EE | $4,667 | $2,956+57.9% | $3,329+40.2% | $3,169+47.3% |
| Admin fee / account holder | $105 | $276-61.8% | $3,600-97.1% | $479-78.0% |