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 | $44,656 | $46,072-3.1% | $70,014-36.2% | $55,167-19.1% |
| Participation rate | 71.1% | 67.5%+3.7pp | 71.8%-0.7pp | 69.0%+2.2pp |
| Annual return | 8.04% | 8.68%-0.6pp | 12.99%-4.9pp | 169.23%-161.2pp |
| Employer contribution / active EE | $733 | $1,500-51.2% | $2,338-68.7% | $1,963-62.7% |
| Participant deferral / active EE | $1,923 | $2,344-18.0% | $2,931-34.4% | $3,054-37.0% |
| Admin fee / account holder | $163 | $428-61.8% | $4,380-96.3% | $504-67.6% |