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 | $84,800 | $78,422+8.1% | $95,952-11.6% | $79,858+6.2% |
| Participation rate | 91.0% | 73.5%+17.5pp | 77.1%+13.9pp | 69.6%+21.4pp |
| Annual return | 14.08% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,015 | $1,945+3.6% | $2,541-20.7% | $2,471-18.4% |
| Participant deferral / active EE | $5,034 | $3,440+46.3% | $4,167+20.8% | $3,740+34.6% |
| Admin fee / account holder | $33 | $5,622-99.4% | $6,795-99.5% | $5,306-99.4% |