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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,892 | $39,973-67.7% | $79,550-83.8% | $77,904-83.5% |
| Participation rate | 92.8% | 64.6%+28.2pp | 69.5%+23.3pp | 73.7%+19.1pp |
| Annual return | 6.94% | 3.42%+3.5pp | 0.16%+6.8pp | 12.21%-5.3pp |
| Employer contribution / active EE | $436 | $1,088-59.9% | $2,413-81.9% | $2,848-84.7% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,985-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $6,832-100.0% | $133-100.0% |