Filed May 1, 2023 (most recent of 2 filings on file)
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 | $57,628 | $60,795-5.2% | $69,455-17.0% | $65,185-11.6% |
| Participation rate | 88.6% | 74.9%+13.8pp | 74.6%+14.0pp | 70.2%+18.4pp |
| Annual return | 18.05% | 17.46%+0.6pp | 28.97%-10.9pp | 29.38%-11.3pp |
| Employer contribution / active EE | $4,184 | $2,452+70.6% | $2,779+50.5% | $2,177+92.2% |
| Participant deferral / active EE | $3,420 | $3,162+8.2% | $3,535-3.3% | $3,514-2.7% |
| Admin fee / account holder | $85 | $314-73.0% | $3,839-97.8% | $847-90.0% |