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 | $20,086 | $46,297-56.6% | $71,671-72.0% | $62,292-67.8% |
| Participation rate | 71.6% | 60.6%+11.0pp | 68.7%+2.9pp | 69.5%+2.1pp |
| Annual return | 19.14% | 22.32%-3.2pp | 20.65%-1.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $688 | $1,412-51.3% | $2,460-72.0% | $2,042-66.3% |
| Participant deferral / active EE | $1,547 | $2,235-30.8% | $3,438-55.0% | $3,169-51.2% |
| Admin fee / account holder | $11 | $461-97.6% | $5,558-99.8% | $479-97.7% |