Filed October 11, 2023 (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 | $165,880 | $44,960+269.0% | $84,966+95.2% | $74,495+122.7% |
| Participation rate | 99.1% | 49.4%+49.8pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | -21.87% | 26.24%-48.1pp | 66.38%-88.3pp | 1364.94%-1386.8pp |
| Employer contribution / active EE | $10,077 | $1,457+591.5% | $2,727+269.5% | $2,623+284.2% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $16 | $2,209-99.3% | $6,149-99.7% | $1,942-99.2% |