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.
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 | $104,837 | $55,002+90.6% | $59,878+75.1% | $56,287+86.3% |
| Participation rate | 98.7% | 75.9%+22.8pp | 74.7%+24.0pp | 69.9%+28.9pp |
| Annual return | 8.25% | 1.13%+7.1pp | 3.46%+4.8pp | -9.96%+18.2pp |
| Employer contribution / active EE | $6,396 | $2,448+161.3% | $2,722+135.0% | $2,111+203.0% |
| Participant deferral / active EE | $8,332 | $3,121+167.0% | $3,402+144.9% | $3,350+148.7% |
| Admin fee / account holder | $105 | $236-55.5% | $3,590-97.1% | $521-79.9% |