Filed December 23, 2024 (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 4-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,497 | $93,182-63.0% | $146,665-76.5% | $79,386-56.5% |
| Participation rate | 95.2% | 76.4%+18.7pp | 80.1%+15.1pp | 70.7%+24.5pp |
| Annual return | 929.37% | 21.61%+907.8pp | 22.74%+906.6pp | 116.85%+812.5pp |
| Employer contribution / active EE | $3,276 | $2,420+35.4% | $4,136-20.8% | $2,427+34.9% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |