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 | $63,051 | $65,322-3.5% | $70,449-10.5% | $73,488-14.2% |
| Participation rate | 85.0% | 77.0%+8.1pp | 75.1%+10.0pp | 70.7%+14.4pp |
| Annual return | 17.32% | 15.71%+1.6pp | 109.03%-91.7pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,682 | $2,460-31.6% | $2,737-38.5% | $2,270-25.9% |
| Participant deferral / active EE | $5,517 | $3,375+63.5% | $3,709+48.8% | $3,740+47.5% |
| Admin fee / account holder | $13 | $214-94.1% | $3,845-99.7% | $513-97.5% |