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 | $27,460 | $43,423-36.8% | $78,689-65.1% | $55,167-50.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 2.96% | 11.53%-8.6pp | 62.18%-59.2pp | 169.23%-166.3pp |
| Employer contribution / active EE | $1,355 | $1,997-32.1% | $2,851-52.5% | $1,963-31.0% |
| Participant deferral / active EE | $1,417 | $2,509-43.5% | $3,517-59.7% | $3,054-53.6% |
| Admin fee / account holder | $28 | $416-93.3% | $4,510-99.4% | $504-94.5% |