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 | $67,500 | $48,076+40.4% | $78,689-14.2% | $62,891+7.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.23% | 31.35%-25.1pp | 62.18%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $6,811 | $2,015+238.1% | $2,851+138.9% | $2,281+198.6% |
| Participant deferral / active EE | $2,499 | $2,588-3.4% | $3,517-28.9% | $3,203-22.0% |
| Admin fee / account holder | $23 | $3,207-99.3% | $4,510-99.5% | $4,296-99.5% |