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.
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 | $65,341 | $64,457+1.4% | $111,392-41.3% | $55,725+17.3% |
| Participation rate | 81.1% | 79.7%+1.4pp | 78.9%+2.2pp | 70.9%+10.2pp |
| Annual return | -5.60% | -19.97%+14.4pp | -2.06%-3.5pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,216 | $3,956-69.3% | $4,328-71.9% | $2,078-41.5% |
| Participant deferral / active EE | $3,652 | $5,219-30.0% | $5,567-34.4% | $3,356+8.8% |
| Admin fee / account holder | $0 | $112-99.9% | $12,266-100.0% | $115-99.9% |