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 | $36,657 | $50,464-27.4% | $75,781-51.6% | $52,331-30.0% |
| Participation rate | 86.5% | 66.8%+19.8pp | 75.8%+10.7pp | 68.1%+18.4pp |
| Annual return | -1.93% | 1.03%-3.0pp | 9.68%-11.6pp | 4.54%-6.5pp |
| Employer contribution / active EE | $804 | $1,988-59.6% | $3,323-75.8% | $1,882-57.3% |
| Participant deferral / active EE | $4,518 | $2,570+75.8% | $3,651+23.7% | $3,022+49.5% |
| Admin fee / account holder | $39 | $1,103-96.5% | $5,299-99.3% | $592-93.4% |