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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $705,274 | $88,122+700.3% | $141,162+399.6% | $67,579+943.6% |
| Participation rate | 82.4% | 76.5%+5.9pp | 82.5%-0.1pp | 71.3%+11.1pp |
| Annual return | 23.52% | 75.40%-51.9pp | 71.39%-47.9pp | 378.56%-355.0pp |
| Employer contribution / active EE | $28,164 | $3,224+773.4% | $4,735+494.8% | $2,148+1211.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | -$445 | $131-440.2% | $10,261-104.3% | $142-413.0% |