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 | $108,515 | $77,559+39.9% | $68,793+57.7% | $75,289+44.1% |
| Participation rate | 70.8% | 78.3%-7.5pp | 72.2%-1.5pp | 72.4%-1.7pp |
| Annual return | -5.32% | -1.01%-4.3pp | -4.63%-0.7pp | -0.04%-5.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $2,625-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $7,052 | $3,128+125.5% | $3,311+113.0% | $3,739+88.6% |
| Admin fee / account holder | $0 | $90-100.0% | $5,131-100.0% | $102-100.0% |