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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,779 | $59,186-90.2% | $76,768-92.5% | $56,287-89.7% |
| Participation rate | 97.1% | 75.2%+21.9pp | 77.0%+20.1pp | 69.9%+27.3pp |
| Annual return | -261.30% | 6.62%-267.9pp | 2.43%-263.7pp | -9.96%-251.3pp |
| Employer contribution / active EE | $21,294 | $1,759+1110.9% | $2,485+756.8% | $2,111+908.7% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |