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 | $106,401 | $64,919+63.9% | $392,568-72.9% | $65,185+63.2% |
| Participation rate | 100.0% | 72.0%+28.0pp | 78.1%+21.9pp | 70.2%+29.8pp |
| Annual return | 20.41% | 26.09%-5.7pp | 24.42%-4.0pp | 29.38%-9.0pp |
| Employer contribution / active EE | $2,337 | $2,374-1.6% | $3,783-38.2% | $2,177+7.4% |
| Participant deferral / active EE | $3,676 | $3,668+0.2% | $5,985-38.6% | $3,514+4.6% |
| Admin fee / account holder | $20 | $634-96.9% | $6,260-99.7% | $847-97.7% |