Filed June 29, 2023
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 | $33,682 | $81,537-58.7% | $149,718-77.5% | $69,631-51.6% |
| Participation rate | 93.8% | 86.1%+7.6pp | 87.1%+6.7pp | 70.7%+23.1pp |
| Annual return | 11.52% | 22.79%-11.3pp | 1501.63%-1490.1pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $2,650 | $3,239-18.2% | $5,445-51.3% | $2,032+30.4% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $11 | $107-89.4% | $11,283-99.9% | $110-89.7% |