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 | $57,529 | $57,976-0.8% | $62,995-8.7% | $62,292-7.6% |
| Participation rate | 87.1% | 75.9%+11.2pp | 74.8%+12.3pp | 69.5%+17.6pp |
| Annual return | 11.65% | 17.54%-5.9pp | 87.57%-75.9pp | 28.90%-17.2pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,165 | $2,956+74.7% | $3,329+55.1% | $3,169+63.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |