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 | $69,395 | $60,795+14.1% | $69,455-0.1% | $65,185+6.5% |
| Participation rate | 98.0% | 74.9%+23.1pp | 74.6%+23.4pp | 70.2%+27.8pp |
| Annual return | 5.82% | 17.46%-11.6pp | 28.97%-23.1pp | 29.38%-23.6pp |
| Employer contribution / active EE | $1,880 | $2,452-23.3% | $2,779-32.4% | $2,177-13.6% |
| Participant deferral / active EE | $3,416 | $3,162+8.0% | $3,535-3.4% | $3,514-2.8% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |