Filed April 3, 2025
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 | $65,231 | $85,199-23.4% | $57,179+14.1% | $63,975+2.0% |
| Participation rate | 99.2% | 74.0%+25.1pp | 75.3%+23.8pp | 71.1%+28.0pp |
| Annual return | 19.11% | 10.43%+8.7pp | 14.59%+4.5pp | 48.65%-29.5pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,682-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $6,950 | $3,109+123.6% | $3,096+124.5% | $3,356+107.1% |
| Admin fee / account holder | $0 | $39-100.0% | $3,139-100.0% | $70-100.0% |