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 | $90,439 | $136,307-33.7% | $177,821-49.1% | $73,488+23.1% |
| Participation rate | 89.3% | 86.1%+3.2pp | 87.7%+1.5pp | 70.7%+18.6pp |
| Annual return | 22.92% | 18.68%+4.2pp | 48.32%-25.4pp | 28.51%-5.6pp |
| Employer contribution / active EE | $2,944 | $3,712-20.7% | $5,918-50.3% | $2,270+29.7% |
| Participant deferral / active EE | $5,215 | $5,829-10.5% | $7,714-32.4% | $3,740+39.5% |
| Admin fee / account holder | $24 | $596-95.9% | $12,427-99.8% | $513-95.3% |