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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,977 | $48,166-75.1% | $96,562-87.6% | $93,030-87.1% |
| Participation rate | 94.2% | 65.1%+29.1pp | 69.8%+24.4pp | 73.9%+20.3pp |
| Annual return | 9.37% | 21.31%-11.9pp | 37.78%-28.4pp | 158.70%-149.3pp |
| Employer contribution / active EE | $422 | $1,070-60.5% | $2,356-82.1% | $2,706-84.4% |
| Participant deferral / active EE | $0 | $2,576-100.0% | $3,849-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $6,181-100.0% | $152-100.0% |