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 | $76,909 | $65,557+17.3% | $64,056+20.1% | $71,457+7.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 2.20% | 18.94%-16.7pp | 33.69%-31.5pp | 28.85%-26.6pp |
| Employer contribution / active EE | $1,679 | $2,669-37.1% | $2,747-38.9% | $2,588-35.1% |
| Participant deferral / active EE | $3,158 | $3,626-12.9% | $3,880-18.6% | $4,289-26.4% |
| Admin fee / account holder | $20 | $616-96.7% | $3,068-99.3% | $1,587-98.7% |