Filed January 8, 2024 (most recent of 4 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 7-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,991,519 | $86,944+2190.6% | $107,525+1752.1% | $74,304+2580.2% |
| Participation rate | 99.5% | 59.6%+40.0pp | 75.1%+24.4pp | 60.3%+39.2pp |
| Annual return | 59.59% | 23.52%+36.1pp | 181.32%-121.7pp | 29.43%+30.2pp |
| Employer contribution / active EE | $8,261 | $2,757+199.7% | $3,754+120.1% | $2,241+268.6% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |