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 | $27,401 | $46,173-40.7% | $170,442-83.9% | $69,631-60.6% |
| Participation rate | 97.8% | 63.9%+33.9pp | 83.6%+14.2pp | 70.7%+27.1pp |
| Annual return | 11.34% | 21.62%-10.3pp | 205.93%-194.6pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $4,277 | $1,610+165.7% | $5,433-21.3% | $2,032+110.5% |
| Participant deferral / active EE | $1,013 | $2,080-51.3% | $4,939-79.5% | $3,224-68.6% |
| Admin fee / account holder | $14 | $116-88.2% | $13,880-99.9% | $110-87.6% |