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 | $75,097 | $72,658+3.4% | $127,761-41.2% | $67,579+11.1% |
| Participation rate | 82.1% | 80.0%+2.2pp | 79.0%+3.2pp | 71.3%+10.9pp |
| Annual return | 22.66% | 26.49%-3.8pp | 26.14%-3.5pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,224 | $3,988-69.3% | $4,574-73.2% | $2,148-43.0% |
| Participant deferral / active EE | $3,661 | $5,383-32.0% | $6,021-39.2% | $3,539+3.4% |
| Admin fee / account holder | $0 | $127-99.9% | $9,395-100.0% | $142-99.9% |