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 | $105,831 | $76,000+39.3% | $154,107-31.3% | $64,186+64.9% |
| Participation rate | 71.6% | 70.4%+1.2pp | 83.0%-11.4pp | 69.6%+2.1pp |
| Annual return | -1.81% | 30.32%-32.1pp | 735.12%-736.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $2,598 | $3,351-22.5% | $5,298-51.0% | $2,381+9.1% |
| Participant deferral / active EE | $6,292 | $3,175+98.2% | $5,081+23.8% | $3,470+81.4% |
| Admin fee / account holder | $58 | $5,596-99.0% | $13,411-99.6% | $4,888-98.8% |