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 | $151,083 | $73,034+106.9% | $77,163+95.8% | $80,160+88.5% |
| Participation rate | 89.9% | 78.1%+11.8pp | 69.6%+20.4pp | 72.9%+17.0pp |
| Annual return | 17.25% | 18.56%-1.3pp | 37.87%-20.6pp | 40.38%-23.1pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,535-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $11,304 | $4,140+173.0% | $3,833+194.9% | $5,017+125.3% |
| Admin fee / account holder | $0 | $104-100.0% | $5,472-100.0% | $145-100.0% |