Filed January 16, 2024
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 8-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 | $104,440 | $56,629+84.4% | $77,999+33.9% | $55,167+89.3% |
| Participation rate | 98.8% | 73.3%+25.5pp | 75.5%+23.3pp | 69.0%+29.8pp |
| Annual return | 7.17% | 2866.98%-2859.8pp | 425.96%-418.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $5,131 | $1,723+197.8% | $2,470+107.7% | $1,963+161.4% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $467-99.9% | $5,480-100.0% | $504-99.9% |