Filed October 25, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,665 | $50,815-57.4% | $155,509-86.1% | $77,643-72.1% |
| Participation rate | 86.0% | 63.1%+22.9pp | 78.2%+7.8pp | 70.6%+15.4pp |
| Annual return | 12.71% | 34.80%-22.1pp | 64.67%-52.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,362 | $1,993+18.5% | $4,672-49.5% | $2,726-13.4% |
| Participant deferral / active EE | $748 | $2,822-73.5% | $5,626-86.7% | $4,647-83.9% |
| Admin fee / account holder | $57 | $437-86.9% | $15,912-99.6% | $430-86.7% |