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 | $95,779 | $65,322+46.6% | $70,449+36.0% | $73,488+30.3% |
| Participation rate | 99.5% | 77.0%+22.5pp | 75.1%+24.4pp | 70.7%+28.8pp |
| Annual return | 5.36% | 15.71%-10.3pp | 109.03%-103.7pp | 28.51%-23.1pp |
| Employer contribution / active EE | $3,737 | $2,460+51.9% | $2,737+36.6% | $2,270+64.6% |
| Participant deferral / active EE | $5,345 | $3,375+58.4% | $3,709+44.1% | $3,740+42.9% |
| Admin fee / account holder | $157 | $214-26.5% | $3,845-95.9% | $513-69.3% |