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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,579 | $38,365+5.8% | $84,611-52.0% | $65,185-37.7% |
| Participation rate | 86.2% | 55.7%+30.5pp | 68.2%+18.0pp | 70.2%+16.0pp |
| Annual return | 16.07% | 32.00%-15.9pp | 258.74%-242.7pp | 29.38%-13.3pp |
| Employer contribution / active EE | $1,521 | $1,258+20.9% | $2,652-42.7% | $2,177-30.1% |
| Participant deferral / active EE | $1,470 | $2,278-35.5% | $3,899-62.3% | $3,514-58.2% |
| Admin fee / account holder | $87 | $451-80.6% | $4,912-98.2% | $847-89.7% |