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 | $31,892 | $91,190-65.0% | $178,490-82.1% | $79,858-60.1% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 9.81% | 24.19%-14.4pp | 151.07%-141.3pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,062 | $3,256-67.4% | $5,011-78.8% | $2,471-57.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |