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 | $71,825 | $49,227+45.9% | $70,449+2.0% | $79,858-10.1% |
| Participation rate | 96.7% | 69.2%+27.6pp | 75.1%+21.7pp | 69.6%+27.1pp |
| Annual return | 6.39% | 30.06%-23.7pp | 109.03%-102.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $2,073 | $2,099-1.2% | $2,737-24.2% | $2,471-16.1% |
| Participant deferral / active EE | $3,871 | $2,768+39.9% | $3,709+4.4% | $3,740+3.5% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |