Filed January 27, 2025 (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.
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 | $9,592 | $40,113-76.1% | $84,015-88.6% | $77,787-87.7% |
| Participation rate | 94.4% | 62.8%+31.6pp | 69.0%+25.4pp | 73.2%+21.2pp |
| Annual return | 1.92% | 23.27%-21.3pp | 71.31%-69.4pp | 32.57%-30.7pp |
| Employer contribution / active EE | $461 | $847-45.5% | $1,983-76.7% | $2,504-81.6% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $6,101-100.0% | $100-100.0% |