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 | $51,480 | $87,841-41.4% | $133,980-61.6% | $62,891-18.1% |
| Participation rate | 89.5% | 83.4%+6.1pp | 87.1%+2.4pp | 69.3%+20.2pp |
| Annual return | 6.50% | 12.05%-5.6pp | 29.30%-22.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,486 | $3,483-28.6% | $5,211-52.3% | $2,281+9.0% |
| Participant deferral / active EE | $3,960 | $4,812-17.7% | $6,282-37.0% | $3,203+23.6% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |