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 | $118,250 | $123,286-4.1% | $75,670+56.3% | $77,958+51.7% |
| Participation rate | 71.6% | 78.8%-7.2pp | 72.3%-0.7pp | 71.6%-0.1pp |
| Annual return | 17.86% | 20.45%-2.6pp | 27.34%-9.5pp | 20.87%-3.0pp |
| Employer contribution / active EE | $0 | $2,035-100.0% | $2,352-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $6,324 | $3,095+104.3% | $3,142+101.3% | $3,537+78.8% |
| Admin fee / account holder | $0 | $144-100.0% | $5,800-100.0% | $97-100.0% |