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 | $111,538 | $58,083+92.0% | $80,019+39.4% | $56,287+98.2% |
| Participation rate | 99.4% | 73.6%+25.8pp | 75.8%+23.5pp | 69.9%+29.5pp |
| Annual return | 7.03% | 34.61%-27.6pp | 11.22%-4.2pp | -9.96%+17.0pp |
| Employer contribution / active EE | $5,399 | $1,932+179.4% | $2,468+118.8% | $2,111+155.7% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $623-99.8% | $6,521-100.0% | $521-99.7% |