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.
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 | $36,759 | $45,035-18.4% | $62,995-41.6% | $70,131-47.6% |
| Participation rate | 97.6% | 69.5%+28.1pp | 74.8%+22.8pp | 69.5%+28.1pp |
| Annual return | 9.38% | 18.76%-9.4pp | 87.57%-78.2pp | 73.14%-63.8pp |
| Employer contribution / active EE | $2,147 | $2,051+4.6% | $2,759-22.2% | $2,342-8.4% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |