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 | $90,503 | $60,165+50.4% | $74,183+22.0% | $55,167+64.1% |
| Participation rate | 96.0% | 74.2%+21.8pp | 76.6%+19.4pp | 69.0%+27.0pp |
| Annual return | 6.35% | 10.00%-3.7pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $6,454 | $1,600+303.5% | $2,370+172.3% | $1,963+228.9% |
| Participant deferral / active EE | $2,393 | $2,973-19.5% | $3,550-32.6% | $3,054-21.7% |
| Admin fee / account holder | $6 | $419-98.5% | $5,586-99.9% | $504-98.7% |