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.
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 | $1,056,606 | $75,183+1305.4% | $123,892+752.8% | $55,167+1815.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 5.60% | 19.01%-13.4pp | 47.52%-41.9pp | 169.23%-163.6pp |
| Employer contribution / active EE | $28,000 | $2,823+891.7% | $4,617+506.5% | $1,963+1326.7% |
| Participant deferral / active EE | $21,477 | $5,084+322.4% | $5,984+258.9% | $3,054+603.2% |
| Admin fee / account holder | -$139 | $663-120.9% | $8,357-101.7% | $504-127.5% |