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 | $96,241 | $57,976+66.0% | $62,995+52.8% | $62,292+54.5% |
| Participation rate | 99.4% | 75.9%+23.4pp | 74.8%+24.6pp | 69.5%+29.9pp |
| Annual return | 11.78% | 17.54%-5.8pp | 87.57%-75.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $5,867 | $2,415+143.0% | $2,759+112.7% | $2,042+187.3% |
| Participant deferral / active EE | $7,399 | $2,956+150.3% | $3,329+122.2% | $3,169+133.5% |
| Admin fee / account holder | $55 | $276-80.1% | $3,600-98.5% | $479-88.5% |