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.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,390 | $40,174-39.3% | $84,015-71.0% | $67,579-63.9% |
| Participation rate | 96.5% | 62.7%+33.8pp | 69.0%+27.5pp | 71.3%+25.2pp |
| Annual return | 11.76% | 25.82%-14.1pp | 71.31%-59.5pp | 378.56%-366.8pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-99.9% | $6,101-100.0% | $142-99.9% |