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 | $78,682 | $75,183+4.7% | $123,892-36.5% | $55,167+42.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.95% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $5,618 | $2,823+99.0% | $4,617+21.7% | $1,963+186.3% |
| Participant deferral / active EE | $4,658 | $5,084-8.4% | $5,984-22.2% | $3,054+52.5% |
| Admin fee / account holder | $36 | $663-94.6% | $8,357-99.6% | $504-92.9% |