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 5-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 | $24,177 | $73,102-66.9% | $123,544-80.4% | $56,287-57.0% |
| Participation rate | 85.1% | 74.3%+10.8pp | 82.3%+2.8pp | 69.9%+15.3pp |
| Annual return | -4.89% | 3.01%-7.9pp | 119.20%-124.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,948 | $2,977-34.6% | $4,628-57.9% | $2,111-7.7% |
| Participant deferral / active EE | $4,500 | $5,423-17.0% | $6,426-30.0% | $3,350+34.3% |
| Admin fee / account holder | $105 | $554-81.0% | $9,284-98.9% | $521-79.8% |