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 | $32,668 | $42,894-23.8% | $60,874-46.3% | $68,494-52.3% |
| Participation rate | 91.0% | 66.8%+24.2pp | 73.1%+17.9pp | 67.9%+23.1pp |
| Annual return | -15.16% | -13.98%-1.2pp | 16.90%-32.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,752 | $2,867+30.9% | $3,817-1.7% | $4,027-6.8% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |