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 | $30,731 | $46,732-34.2% | $156,549-80.4% | $55,167-44.3% |
| Participation rate | 91.2% | 65.8%+25.4pp | 84.0%+7.2pp | 69.0%+22.2pp |
| Annual return | 7.50% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,861 | $2,105-11.6% | $5,501-66.2% | $1,963-5.2% |
| Participant deferral / active EE | $2,686 | $2,204+21.9% | $4,871-44.9% | $3,054-12.0% |
| Admin fee / account holder | $1 | $418-99.7% | $13,027-100.0% | $504-99.8% |