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 | $83,602 | $74,552+12.1% | $62,995+32.7% | $69,631+20.1% |
| Participation rate | 88.1% | 78.3%+9.8pp | 74.8%+13.3pp | 70.7%+17.4pp |
| Annual return | 14.24% | 15.77%-1.5pp | 87.57%-73.3pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $4,513 | $2,929+54.1% | $2,759+63.6% | $2,032+122.1% |
| Participant deferral / active EE | $2,256 | $2,974-24.1% | $3,329-32.2% | $3,224-30.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |