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.
Annual investment return 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 | $140,793 | $72,066+95.4% | $81,930+71.8% | $90,288+55.9% |
| Participation rate | 89.6% | 78.9%+10.7pp | 72.0%+17.6pp | 73.4%+16.2pp |
| Annual return | 11.27% | 15.92%-4.6pp | 29.49%-18.2pp | 53.97%-42.7pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $4,310-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $9,754 | $3,557+174.2% | $7,107+37.2% | $4,232+130.5% |
| Admin fee / account holder | $0 | $92-100.0% | $5,158-100.0% | $114-100.0% |