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 | $46,849 | $74,347-37.0% | $93,606-50.0% | $67,579-30.7% |
| Participation rate | 99.1% | 80.6%+18.5pp | 75.8%+23.2pp | 71.3%+27.8pp |
| Annual return | -9.83% | 28.07%-37.9pp | 32.76%-42.6pp | 378.56%-388.4pp |
| Employer contribution / active EE | $8,291 | $2,583+221.0% | $2,718+205.0% | $2,148+286.0% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,888-100.0% | $142-100.0% |