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 | $15,163 | $39,859-62.0% | $78,689-80.7% | $57,658-73.7% |
| Participation rate | 85.5% | 66.1%+19.4pp | 73.6%+12.0pp | 70.2%+15.3pp |
| Annual return | 4.07% | 18.96%-14.9pp | 62.18%-58.1pp | 5.13%-1.1pp |
| Employer contribution / active EE | $1,024 | $1,786-42.6% | $2,851-64.1% | $1,974-48.1% |
| Participant deferral / active EE | $942 | $2,248-58.1% | $3,517-73.2% | $3,061-69.2% |
| Admin fee / account holder | $24 | $76-68.3% | $4,510-99.5% | $95-74.4% |