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 | $63,688 | $60,124+5.9% | $90,404-29.6% | $79,858-20.2% |
| Participation rate | 85.5% | 65.0%+20.5pp | 72.7%+12.8pp | 69.6%+15.9pp |
| Annual return | 12.58% | 71.94%-59.4pp | 1293.02%-1280.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,139 | $2,068-44.9% | $3,262-65.1% | $2,471-53.9% |
| Participant deferral / active EE | $4,077 | $2,938+38.7% | $3,963+2.9% | $3,740+9.0% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |