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.
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 | $16,109 | $53,777-70.0% | $134,143-88.0% | $79,858-79.8% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 12.66% | 19.01%-6.4pp | 36.33%-23.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $833 | $1,321-36.9% | $3,704-77.5% | $2,471-66.3% |
| Participant deferral / active EE | $2,018 | $2,420-16.6% | $3,499-42.3% | $3,740-46.0% |
| Admin fee / account holder | $67 | $3,984-98.3% | $6,684-99.0% | $5,306-98.7% |