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 | $90,543 | $70,908+27.7% | $98,907-8.5% | $73,488+23.2% |
| Participation rate | 98.9% | 73.8%+25.1pp | 76.0%+22.9pp | 70.7%+28.2pp |
| Annual return | -5.88% | 34.17%-40.0pp | 196.43%-202.3pp | 28.51%-34.4pp |
| Employer contribution / active EE | $1,730 | $2,036-15.1% | $2,689-35.7% | $2,270-23.8% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6 | $535-98.8% | $6,642-99.9% | $513-98.7% |