Filed April 9, 2024 (most recent of 5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,415 | $82,032-33.7% | $123,104-55.8% | $59,632-8.7% |
| Participation rate | 90.3% | 83.2%+7.1pp | 86.8%+3.5pp | 68.7%+21.7pp |
| Annual return | -0.70% | 5.12%-5.8pp | 13.22%-13.9pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,462 | $3,297-25.3% | $5,151-52.2% | $2,203+11.8% |
| Participant deferral / active EE | $3,807 | $4,667-18.4% | $6,230-38.9% | $3,192+19.3% |
| Admin fee / account holder | $0 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |