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 9-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 | $69,820 | $74,706-6.5% | $75,696-7.8% | $79,386-12.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 16.58% | 18.52%-1.9pp | 104.53%-87.9pp | 116.85%-100.3pp |
| Employer contribution / active EE | $2,365 | $2,590-8.7% | $2,743-13.8% | $2,427-2.6% |
| Participant deferral / active EE | $3,033 | $3,533-14.1% | $3,821-20.6% | $4,046-25.0% |
| Admin fee / account holder | $127 | $374-66.2% | $3,619-96.5% | $626-79.8% |