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 | $99,418 | $61,473+61.7% | $81,930+21.3% | $73,409+35.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 15.52% | 28.26%-12.7pp | 29.49%-14.0pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,200 | $1,898-36.8% | $4,310-72.2% | $2,234-46.3% |
| Participant deferral / active EE | $4,041 | $3,080+31.2% | $7,107-43.1% | $3,805+6.2% |
| Admin fee / account holder | $3 | $125-97.7% | $5,158-99.9% | $158-98.2% |