Filed August 29, 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 | $58,600 | $112,772-48.0% | $57,343+2.2% | $59,188-1.0% |
| Participation rate | 98.6% | 71.3%+27.3pp | 75.1%+23.5pp | 69.4%+29.2pp |
| Annual return | 2.95% | 0.85%+2.1pp | 24.39%-21.4pp | 5.51%-2.6pp |
| Employer contribution / active EE | $1,385 | $3,400-59.3% | $2,689-48.5% | $2,098-34.0% |
| Participant deferral / active EE | $3,544 | $3,010+17.7% | $3,162+12.1% | $3,265+8.6% |
| Admin fee / account holder | $0 | $144-100.0% | $3,356-100.0% | $92-100.0% |