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 | $90,343 | $57,384+57.4% | $106,387-15.1% | $56,287+60.5% |
| Participation rate | 100.0% | 71.3%+28.7pp | 77.5%+22.5pp | 69.9%+30.1pp |
| Annual return | -3.30% | 5.91%-9.2pp | 0.25%-3.6pp | -9.96%+6.7pp |
| Employer contribution / active EE | $2,716 | $2,348+15.6% | $3,520-22.8% | $2,111+28.6% |
| Participant deferral / active EE | $3,467 | $3,799-8.7% | $5,421-36.1% | $3,350+3.5% |
| Admin fee / account holder | $27 | $566-95.3% | $7,510-99.6% | $521-94.9% |