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 | $43,230 | $60,124-28.1% | $90,404-52.2% | $79,858-45.9% |
| Participation rate | 85.6% | 65.0%+20.6pp | 72.7%+12.9pp | 69.6%+15.9pp |
| Annual return | 6.45% | 71.94%-65.5pp | 1293.02%-1286.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $2,608 | $2,068+26.1% | $3,262-20.0% | $2,471+5.6% |
| Participant deferral / active EE | $3,413 | $2,938+16.2% | $3,963-13.9% | $3,740-8.7% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |