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 | $131,409 | $60,795+116.2% | $69,455+89.2% | $65,185+101.6% |
| Participation rate | 94.6% | 74.9%+19.7pp | 74.6%+20.0pp | 70.2%+24.4pp |
| Annual return | 4.96% | 17.46%-12.5pp | 28.97%-24.0pp | 29.38%-24.4pp |
| Employer contribution / active EE | $2,111 | $2,452-13.9% | $2,779-24.1% | $2,177-3.0% |
| Participant deferral / active EE | $2,670 | $3,162-15.6% | $3,535-24.5% | $3,514-24.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |