Filed November 6, 2024 (most recent of 4 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.
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 | $74,406 | $35,600+109.0% | $87,507-15.0% | $63,975+16.3% |
| Participation rate | 100.0% | 56.1%+43.9pp | 73.8%+26.2pp | 71.1%+28.9pp |
| Annual return | 7.85% | 17.86%-10.0pp | 12.21%-4.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $3,645 | $854+326.9% | $2,550+42.9% | $2,182+67.1% |
| Participant deferral / active EE | $4,931 | $1,660+197.1% | $3,149+56.6% | $3,356+46.9% |
| Admin fee / account holder | $41 | $51-18.9% | $4,221-99.0% | $70-41.5% |