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 | $125,003 | $60,349+107.1% | $74,183+68.5% | $62,891+98.8% |
| Participation rate | 98.8% | 72.7%+26.1pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 3.92% | 21.37%-17.4pp | 17.74%-13.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $660 | $1,680-60.7% | $2,370-72.2% | $2,281-71.1% |
| Participant deferral / active EE | $1,936 | $2,856-32.2% | $3,550-45.5% | $3,203-39.5% |
| Admin fee / account holder | $248 | $4,261-94.2% | $5,586-95.6% | $4,296-94.2% |