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 6-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.
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 | $29,364 | $52,519-44.1% | $155,790-81.2% | $59,632-50.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -1.43% | 53.51%-54.9pp | 71.54%-73.0pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,179 | $1,589+37.1% | $3,836-43.2% | $2,203-1.1% |
| Participant deferral / active EE | $3,056 | $3,084-0.9% | $4,797-36.3% | $3,192-4.3% |
| Admin fee / account holder | $19 | $3,540-99.5% | $7,478-99.7% | $4,297-99.5% |