Filed September 27, 2024 (most recent of 3 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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,715 | $36,916-33.1% | $156,549-84.2% | $57,658-57.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 4.23% | 12.38%-8.2pp | 32.23%-28.0pp | 5.13%-0.9pp |
| Employer contribution / active EE | $4,066 | $1,571+158.9% | $5,501-26.1% | $1,974+106.0% |
| Participant deferral / active EE | $912 | $1,926-52.6% | $4,871-81.3% | $3,061-70.2% |
| Admin fee / account holder | $8 | $82-90.6% | $13,027-99.9% | $95-91.8% |