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 | $102,563 | $58,758+74.6% | $70,014+46.5% | $63,975+60.3% |
| Participation rate | 71.6% | 77.5%-5.9pp | 71.8%-0.2pp | 71.1%+0.5pp |
| Annual return | 9.75% | 18.05%-8.3pp | 12.99%-3.2pp | 48.65%-38.9pp |
| Employer contribution / active EE | $0 | $1,973-100.0% | $2,338-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $6,262 | $2,912+115.1% | $2,931+113.7% | $3,356+86.6% |
| Admin fee / account holder | $0 | $71-100.0% | $4,380-100.0% | $70-100.0% |