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 | $139,217 | $47,977+190.2% | $154,107-9.7% | $56,287+147.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 6.67% | 3.54%+3.1pp | 735.12%-728.4pp | -9.96%+16.6pp |
| Employer contribution / active EE | $4,839 | $2,169+123.1% | $5,298-8.7% | $2,111+129.2% |
| Participant deferral / active EE | $3,427 | $2,392+43.3% | $5,081-32.6% | $3,350+2.3% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |