Filed December 27, 2024 (most recent of 6 filings on file)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,389 | $86,897-32.8% | $151,611-61.5% | $64,808-9.9% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.5%+12.2pp | 71.5%+28.2pp |
| Annual return | -16.64% | -3.57%-13.1pp | 3.33%-20.0pp | 32.82%-49.5pp |
| Employer contribution / active EE | $4,392 | $4,010+9.5% | $6,166-28.8% | $2,506+75.3% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |