Filed August 19, 2024
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,133 | $50,464+142.0% | $75,781+61.2% | $52,331+133.4% |
| Participation rate | 97.5% | 66.8%+30.7pp | 75.8%+21.7pp | 68.1%+29.4pp |
| Annual return | -22.85% | 1.03%-23.9pp | 9.68%-32.5pp | 4.54%-27.4pp |
| Employer contribution / active EE | $8,615 | $1,988+333.3% | $3,323+159.2% | $1,882+357.8% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |