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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,737 | $46,360-53.1% | $147,614-85.3% | $52,331-58.5% |
| Participation rate | 91.0% | 64.9%+26.0pp | 84.6%+6.4pp | 68.1%+22.9pp |
| Annual return | -11.41% | 1.62%-13.0pp | 61.98%-73.4pp | 4.54%-16.0pp |
| Employer contribution / active EE | $4,878 | $2,126+129.4% | $5,564-12.3% | $1,882+159.2% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |