Filed May 9, 2025
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.
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 | $55,551 | $52,467+5.9% | $57,179-2.8% | $55,167+0.7% |
| Participation rate | 96.8% | 75.8%+21.0pp | 75.3%+21.5pp | 69.0%+27.8pp |
| Annual return | 0.04% | 7.72%-7.7pp | 14.59%-14.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $718 | $2,477-71.0% | $2,682-73.2% | $1,963-63.4% |
| Participant deferral / active EE | $1,847 | $2,830-34.7% | $3,096-40.3% | $3,054-39.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |