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.
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 | $110,884 | $63,299+75.2% | $91,001+21.8% | $62,292+78.0% |
| Participation rate | 98.8% | 73.3%+25.5pp | 75.6%+23.2pp | 69.5%+29.3pp |
| Annual return | 9.95% | 20.99%-11.0pp | 4.60%+5.4pp | 28.90%-18.9pp |
| Employer contribution / active EE | $5,007 | $1,807+177.1% | $2,456+103.9% | $2,042+145.2% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $468-99.8% | $5,417-100.0% | $479-99.8% |