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 | $31,300 | $39,245-20.2% | $64,105-51.2% | $52,331-40.2% |
| Participation rate | 89.6% | 58.2%+31.3pp | 68.2%+21.4pp | 68.1%+21.5pp |
| Annual return | -4.79% | 14.79%-19.6pp | 791.24%-796.0pp | 4.54%-9.3pp |
| Employer contribution / active EE | $766 | $736+4.0% | $1,820-57.9% | $1,882-59.3% |
| Participant deferral / active EE | $2,827 | $1,992+42.0% | $2,822+0.2% | $3,022-6.5% |
| Admin fee / account holder | $26 | $592-95.6% | $4,499-99.4% | $592-95.6% |