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 | $26,486 | $80,753-67.2% | $136,294-80.6% | $62,292-57.5% |
| Participation rate | 95.0% | 73.5%+21.5pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 31.64% | 35.83%-4.2pp | 5155.94%-5124.3pp | 28.90%+2.7pp |
| Employer contribution / active EE | $1,656 | $2,884-42.6% | $4,695-64.7% | $2,042-18.9% |
| Participant deferral / active EE | $5,406 | $5,164+4.7% | $6,247-13.5% | $3,169+70.6% |
| Admin fee / account holder | $45 | $525-91.5% | $9,243-99.5% | $479-90.7% |