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.
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 | $351,701 | $56,972+517.3% | $182,532+92.7% | $65,185+439.5% |
| Participation rate | 95.8% | 66.5%+29.2pp | 78.0%+17.8pp | 70.2%+25.6pp |
| Annual return | 27.56% | 27.67%-0.1pp | 148.54%-121.0pp | 29.38%-1.8pp |
| Employer contribution / active EE | $23,758 | $1,615+1371.5% | $4,076+482.9% | $2,177+991.5% |
| Participant deferral / active EE | $12,481 | $3,526+254.0% | $5,524+125.9% | $3,514+255.2% |
| Admin fee / account holder | $2 | $528-99.6% | $8,592-100.0% | $847-99.7% |