Filed January 6, 2025 (most recent of 2 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,578 | $41,256-74.4% | $86,590-87.8% | $77,958-86.4% |
| Participation rate | 98.0% | 63.0%+35.0pp | 73.5%+24.4pp | 71.6%+26.3pp |
| Annual return | 14.31% | 17.67%-3.4pp | 964.84%-950.5pp | 20.87%-6.6pp |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,839-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,536 | $2,332+8.7% | $3,609-29.7% | $3,537-28.3% |
| Admin fee / account holder | $0 | $71-99.8% | $4,906-100.0% | $97-99.8% |