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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $73,185 | $42,548+72.0% | $74,550-1.8% | $56,287+30.0% |
| Participation rate | 91.5% | 60.5%+31.0pp | 69.1%+22.4pp | 69.9%+21.7pp |
| Annual return | -7.53% | 12.40%-19.9pp | 32.53%-40.1pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,045 | $855+22.2% | $1,961-46.7% | $2,111-50.5% |
| Participant deferral / active EE | $4,929 | $2,277+116.4% | $3,108+58.6% | $3,350+47.1% |
| Admin fee / account holder | $36 | $467-92.2% | $5,060-99.3% | $521-93.0% |