Filed November 17, 2023 (most recent of 2 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 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 | $73,616 | $68,408+7.6% | $57,179+28.7% | $57,658+27.7% |
| Participation rate | 96.9% | 79.1%+17.8pp | 75.3%+21.6pp | 70.2%+26.7pp |
| Annual return | 5.99% | 8.51%-2.5pp | 14.59%-8.6pp | 5.13%+0.9pp |
| Employer contribution / active EE | $5,019 | $2,869+74.9% | $2,682+87.1% | $1,974+154.3% |
| Participant deferral / active EE | $2,512 | $2,903-13.5% | $3,096-18.9% | $3,061-17.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |