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 | $26,955 | $46,732-42.3% | $156,549-82.8% | $55,167-51.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | -1.77% | 17.72%-19.5pp | 32.23%-34.0pp | 169.23%-171.0pp |
| Employer contribution / active EE | $2,667 | $2,105+26.7% | $5,501-51.5% | $1,963+35.9% |
| Participant deferral / active EE | $1,063 | $2,204-51.8% | $4,871-78.2% | $3,054-65.2% |
| Admin fee / account holder | $131 | $418-68.6% | $13,027-99.0% | $504-73.9% |