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 | $118,289 | $74,089+59.7% | $133,980-11.7% | $55,167+114.4% |
| Participation rate | 99.5% | 84.3%+15.2pp | 87.1%+12.4pp | 69.0%+30.5pp |
| Annual return | 6.52% | 12.11%-5.6pp | 29.30%-22.8pp | 169.23%-162.7pp |
| Employer contribution / active EE | $3,316 | $3,064+8.3% | $5,211-36.4% | $1,963+69.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |