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 | $96,955 | $74,024+31.0% | $77,999+24.3% | $57,658+68.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 48.40% | 12.14%+36.3pp | 425.96%-377.6pp | 5.13%+43.3pp |
| Employer contribution / active EE | $1,970 | $2,365-16.7% | $2,470-20.3% | $1,974-0.2% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $3 | $93-97.3% | $5,480-100.0% | $95-97.3% |