Filed March 6, 2025
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,794 | $52,467+57.8% | $57,179+44.8% | $55,167+50.1% |
| Participation rate | 99.3% | 75.8%+23.5pp | 75.3%+24.0pp | 69.0%+30.3pp |
| Annual return | 0.70% | 7.72%-7.0pp | 14.59%-13.9pp | 169.23%-168.5pp |
| Employer contribution / active EE | $5,419 | $2,477+118.7% | $2,682+102.0% | $1,963+176.1% |
| Participant deferral / active EE | $7,403 | $2,830+161.6% | $3,096+139.1% | $3,054+142.4% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |