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 | $310,125 | $65,376+374.4% | $87,100+256.1% | $65,185+375.8% |
| Participation rate | 93.0% | 75.3%+17.6pp | 76.9%+16.1pp | 70.2%+22.8pp |
| Annual return | 16.96% | 31.27%-14.3pp | 28.19%-11.2pp | 29.38%-12.4pp |
| Employer contribution / active EE | $8,004 | $1,822+339.2% | $2,521+217.5% | $2,177+267.7% |
| Participant deferral / active EE | $5,535 | $3,388+63.3% | $4,049+36.7% | $3,514+57.5% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |