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 | $67,506 | $92,091-26.7% | $62,995+7.2% | $77,958-13.4% |
| Participation rate | 97.3% | 74.5%+22.9pp | 74.8%+22.5pp | 71.6%+25.7pp |
| Annual return | 18.21% | 16.23%+2.0pp | 87.57%-69.4pp | 20.87%-2.7pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,759-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $6,841 | $3,361+103.6% | $3,329+105.5% | $3,537+93.4% |
| Admin fee / account holder | $0 | $48-100.0% | $3,600-100.0% | $97-100.0% |