Filed June 29, 2023 (most recent of 4 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,949 | $98,982-27.3% | $162,163-55.6% | $65,185+10.4% |
| Participation rate | 92.8% | 85.8%+7.0pp | 87.6%+5.2pp | 70.2%+22.6pp |
| Annual return | 61.76% | 24.84%+36.9pp | 115.59%-53.8pp | 29.38%+32.4pp |
| Employer contribution / active EE | $2,725 | $3,467-21.4% | $5,614-51.5% | $2,177+25.2% |
| Participant deferral / active EE | $5,028 | $5,384-6.6% | $7,298-31.1% | $3,514+43.1% |
| Admin fee / account holder | $24 | $596-96.0% | $10,843-99.8% | $847-97.2% |