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 | $151,461 | $57,976+161.2% | $62,995+140.4% | $62,292+143.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.65% | 17.54%+1.1pp | 87.57%-68.9pp | 28.90%-10.2pp |
| Employer contribution / active EE | $10,152 | $2,415+320.4% | $2,759+268.0% | $2,042+397.1% |
| Participant deferral / active EE | $6,854 | $2,956+131.9% | $3,329+105.9% | $3,169+116.3% |
| Admin fee / account holder | $113 | $276-59.1% | $3,600-96.9% | $479-76.5% |