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 8-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 | $26,345 | $57,976-54.6% | $62,995-58.2% | $62,292-57.7% |
| Participation rate | 89.2% | 75.9%+13.3pp | 74.8%+14.4pp | 69.5%+19.7pp |
| Annual return | 13.94% | 17.54%-3.6pp | 87.57%-73.6pp | 28.90%-15.0pp |
| Employer contribution / active EE | $2,226 | $2,415-7.8% | $2,759-19.3% | $2,042+9.0% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $276-99.1% | $3,600-99.9% | $479-99.5% |