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 | $124,633 | $57,976+115.0% | $62,995+97.8% | $62,292+100.1% |
| Participation rate | 74.0% | 75.9%-1.9pp | 74.8%-0.8pp | 69.5%+4.5pp |
| Annual return | 13.79% | 17.54%-3.7pp | 87.57%-73.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,613 | $2,415-33.2% | $2,759-41.6% | $2,042-21.0% |
| Participant deferral / active EE | $3,071 | $2,956+3.9% | $3,329-7.8% | $3,169-3.1% |
| Admin fee / account holder | $240 | $276-12.8% | $3,600-93.3% | $479-49.8% |