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 | $160,467 | $76,173+110.7% | $81,382+97.2% | $199,593-19.6% |
| Participation rate | 89.2% | 76.3%+13.0pp | 69.5%+19.8pp | 72.0%+17.3pp |
| Annual return | 12.94% | 15.59%-2.6pp | 24.73%-11.8pp | 34.25%-21.3pp |
| Employer contribution / active EE | $0 | $2,792-100.0% | $2,463-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $10,919 | $4,201+159.9% | $3,883+181.2% | $5,087+114.7% |
| Admin fee / account holder | $0 | $146-100.0% | $5,768-100.0% | $269-100.0% |