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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,219 | $63,299-74.4% | $91,001-82.2% | $62,292-74.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.08% | 20.99%-5.9pp | 4.60%+10.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,671 | $1,807+47.8% | $2,456+8.8% | $2,042+30.8% |
| Participant deferral / active EE | $2,225 | $2,943-24.4% | $3,547-37.3% | $3,169-29.8% |
| Admin fee / account holder | $15 | $468-96.7% | $5,417-99.7% | $479-96.8% |