Filed April 17, 2025 (most recent of 11 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 | $61,790 | $52,467+17.8% | $57,179+8.1% | $55,167+12.0% |
| Participation rate | 72.0% | 75.8%-3.8pp | 75.3%-3.3pp | 69.0%+3.0pp |
| Annual return | 6.44% | 7.72%-1.3pp | 14.59%-8.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,575 | $2,477+3.9% | $2,682-4.0% | $1,963+31.2% |
| Participant deferral / active EE | $2,680 | $2,830-5.3% | $3,096-13.4% | $3,054-12.2% |
| Admin fee / account holder | $7 | $269-97.2% | $3,139-99.8% | $504-98.5% |