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 | $45,415 | $50,385-9.9% | $75,670-40.0% | $62,292-27.1% |
| Participation rate | 73.5% | 67.7%+5.8pp | 72.3%+1.1pp | 69.5%+4.0pp |
| Annual return | 17.91% | 19.90%-2.0pp | 27.34%-9.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $3,251 | $1,537+111.5% | $2,352+38.2% | $2,042+59.2% |
| Participant deferral / active EE | $1,881 | $2,445-23.1% | $3,142-40.1% | $3,169-40.6% |
| Admin fee / account holder | $9 | $384-97.5% | $5,800-99.8% | $479-98.0% |