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 | $294,706 | $75,183+292.0% | $123,892+137.9% | $55,167+434.2% |
| Participation rate | 99.2% | 72.8%+26.4pp | 81.4%+17.8pp | 69.0%+30.2pp |
| Annual return | 8.01% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $12,354 | $2,823+337.5% | $4,617+167.6% | $1,963+529.5% |
| Participant deferral / active EE | $9,509 | $5,084+87.0% | $5,984+58.9% | $3,054+211.4% |
| Admin fee / account holder | $34 | $663-94.9% | $8,357-99.6% | $504-93.3% |