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.
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 | $209,715 | $79,558+163.6% | $115,037+82.3% | $67,505+210.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 81.4%+18.6pp | 71.2%+28.8pp |
| Annual return | 2.19% | 4.65%-2.5pp | 26.14%-24.0pp | 6.52%-4.3pp |
| Employer contribution / active EE | $2,215 | $2,529-12.4% | $4,608-51.9% | $2,173+1.9% |
| Participant deferral / active EE | $14,853 | $5,510+169.5% | $6,026+146.5% | $3,597+313.0% |
| Admin fee / account holder | $0 | $60-99.2% | $8,175-100.0% | $56-99.2% |