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 | $158,722 | $73,638+115.5% | $95,952+65.4% | $73,488+116.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 14.11% | 16.78%-2.7pp | 91.61%-77.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $4,578 | $1,863+145.7% | $2,541+80.2% | $2,270+101.7% |
| Participant deferral / active EE | $10,243 | $3,617+183.2% | $4,167+145.8% | $3,740+173.9% |
| Admin fee / account holder | $62 | $482-87.1% | $6,795-99.1% | $513-87.9% |