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 | $63,477 | $65,322-2.8% | $70,449-9.9% | $73,488-13.6% |
| Participation rate | 93.7% | 77.0%+16.7pp | 75.1%+18.6pp | 70.7%+23.0pp |
| Annual return | 14.10% | 15.71%-1.6pp | 109.03%-94.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $4,276 | $2,460+73.8% | $2,737+56.2% | $2,270+88.3% |
| Participant deferral / active EE | $3,677 | $3,375+9.0% | $3,709-0.8% | $3,740-1.7% |
| Admin fee / account holder | $104 | $214-51.3% | $3,845-97.3% | $513-79.7% |