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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,277 | $89,436-32.6% | $164,813-63.4% | $77,643-22.4% |
| Participation rate | 95.1% | 78.6%+16.4pp | 78.6%+16.5pp | 70.6%+24.5pp |
| Annual return | 5.82% | 28.83%-23.0pp | 69.93%-64.1pp | 31.24%-25.4pp |
| Employer contribution / active EE | $897 | $2,569-65.1% | $4,341-79.3% | $2,726-67.1% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $4 | $339-98.9% | $12,690-100.0% | $430-99.1% |