Filed October 17, 2023 (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 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 | $49,527 | $70,002-29.2% | $115,037-56.9% | $52,331-5.4% |
| Participation rate | 89.1% | 72.1%+17.0pp | 81.4%+7.7pp | 68.1%+21.0pp |
| Annual return | 0.70% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $2,067 | $2,715-23.9% | $4,608-55.1% | $1,882+9.9% |
| Participant deferral / active EE | $6,436 | $4,920+30.8% | $6,026+6.8% | $3,022+113.0% |
| Admin fee / account holder | $27 | $566-95.2% | $8,175-99.7% | $592-95.4% |