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 | $42,310 | $99,957-57.7% | $149,696-71.7% | $73,488-42.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 7.61% | 53.87%-46.3pp | 276.60%-269.0pp | 28.51%-20.9pp |
| Employer contribution / active EE | $1,810 | $3,191-43.3% | $4,644-61.0% | $2,270-20.3% |
| Participant deferral / active EE | $3,157 | $6,073-48.0% | $6,842-53.8% | $3,740-15.6% |
| Admin fee / account holder | $96 | $551-82.6% | $9,309-99.0% | $513-81.3% |