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 | $37,578 | $54,320-30.8% | $67,652-44.5% | $52,331-28.2% |
| Participation rate | 87.0% | 73.6%+13.4pp | 75.7%+11.3pp | 68.1%+18.9pp |
| Annual return | -1.06% | 6.81%-7.9pp | 6625.04%-6626.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $2,259 | $1,544+46.3% | $2,266-0.3% | $1,882+20.1% |
| Participant deferral / active EE | $2,929 | $2,950-0.7% | $3,560-17.7% | $3,022-3.1% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |