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.
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 | $66,355 | $55,002+20.6% | $59,878+10.8% | $56,287+17.9% |
| Participation rate | 97.1% | 75.9%+21.2pp | 74.7%+22.4pp | 69.9%+27.3pp |
| Annual return | 10.52% | 1.13%+9.4pp | 3.46%+7.1pp | -9.96%+20.5pp |
| Employer contribution / active EE | $974 | $2,448-60.2% | $2,722-64.2% | $2,111-53.8% |
| Participant deferral / active EE | $2,846 | $3,121-8.8% | $3,402-16.4% | $3,350-15.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |