Filed January 16, 2024 (most recent of 2 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 | $179,441 | $89,178+101.2% | $91,541+96.0% | $102,872+74.4% |
| Participation rate | 90.5% | 79.7%+10.9pp | 69.8%+20.7pp | 73.0%+17.5pp |
| Annual return | 18.88% | 14.52%+4.4pp | 20.50%-1.6pp | 19.06%-0.2pp |
| Employer contribution / active EE | $0 | $3,455-100.0% | $2,505-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $12,281 | $4,657+163.7% | $4,008+206.4% | $5,535+121.9% |
| Admin fee / account holder | $0 | $134-100.0% | $6,956-100.0% | $292-100.0% |