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 | $133,104 | $61,756+115.5% | $70,092+89.9% | $77,904+70.9% |
| Participation rate | 90.0% | 79.9%+10.1pp | 70.5%+19.5pp | 73.7%+16.3pp |
| Annual return | -12.75% | -11.86%-0.9pp | 190.73%-203.5pp | 12.21%-25.0pp |
| Employer contribution / active EE | $0 | $2,706-100.0% | $2,559-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $11,240 | $3,977+182.6% | $3,849+192.1% | $4,806+133.9% |
| Admin fee / account holder | $0 | $101-100.0% | $6,267-100.0% | $133-100.0% |