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 | $63,820 | $87,173-26.8% | $59,878+6.6% | $75,289-15.2% |
| Participation rate | 98.8% | 74.5%+24.3pp | 74.7%+24.1pp | 72.4%+26.4pp |
| Annual return | -3.18% | -2.14%-1.0pp | 3.46%-6.6pp | -0.04%-3.1pp |
| Employer contribution / active EE | $1,474 | $3,473-57.6% | $2,722-45.9% | $2,405-38.7% |
| Participant deferral / active EE | $3,958 | $3,379+17.1% | $3,402+16.3% | $3,739+5.9% |
| Admin fee / account holder | $4 | $75-95.0% | $3,590-99.9% | $102-96.3% |