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 | $787,807 | $79,519+890.7% | $95,952+721.0% | $73,409+973.2% |
| Participation rate | 98.0% | 81.2%+16.8pp | 77.1%+20.9pp | 72.2%+25.8pp |
| Annual return | -0.81% | 19.20%-20.0pp | 91.61%-92.4pp | 59.29%-60.1pp |
| Employer contribution / active EE | $19,605 | $2,048+857.4% | $2,541+671.6% | $2,234+777.7% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |