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 | $30,597 | $66,310-53.9% | $93,606-67.3% | $65,185-53.1% |
| Participation rate | 86.4% | 74.0%+12.4pp | 75.8%+10.6pp | 70.2%+16.2pp |
| Annual return | 5.12% | 42.58%-37.5pp | 32.76%-27.6pp | 29.38%-24.3pp |
| Employer contribution / active EE | $479 | $2,012-76.2% | $2,718-82.4% | $2,177-78.0% |
| Participant deferral / active EE | $2,508 | $3,342-25.0% | $4,069-38.4% | $3,514-28.6% |
| Admin fee / account holder | $56 | $6,897-99.2% | $7,888-99.3% | $847-93.4% |