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 | $83,516 | $51,620+61.8% | $90,281-7.5% | $65,185+28.1% |
| Participation rate | 75.0% | 68.6%+6.4pp | 73.3%+1.7pp | 70.2%+4.8pp |
| Annual return | 23.74% | 24.94%-1.2pp | 78.10%-54.4pp | 29.38%-5.6pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,871 | $2,871+34.9% | $3,885-0.4% | $3,514+10.2% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |