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.
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 | $11,248 | $43,466-74.1% | $90,951-87.6% | $90,288-87.5% |
| Participation rate | 94.5% | 62.5%+32.0pp | 69.0%+25.4pp | 73.4%+21.1pp |
| Annual return | 31.15% | 25.26%+5.9pp | 134.60%-103.4pp | 53.97%-22.8pp |
| Employer contribution / active EE | $399 | $840-52.5% | $2,122-81.2% | $2,524-84.2% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $5,959-100.0% | $114-100.0% |