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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,494 | $44,794-72.1% | $90,281-86.2% | $77,787-83.9% |
| Participation rate | 97.1% | 66.6%+30.6pp | 73.3%+23.9pp | 73.2%+23.9pp |
| Annual return | 2.51% | 28.23%-25.7pp | 78.10%-75.6pp | 32.57%-30.1pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,854-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,868 | $2,642-29.3% | $3,885-51.9% | $3,967-52.9% |
| Admin fee / account holder | $0 | $94-99.8% | $5,351-100.0% | $100-99.9% |