Filed January 10, 2024 (most recent of 2 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.
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 | $84,727 | $52,467+61.5% | $57,179+48.2% | $55,167+53.6% |
| Participation rate | 97.6% | 75.8%+21.7pp | 75.3%+22.2pp | 69.0%+28.6pp |
| Annual return | 6.41% | 7.72%-1.3pp | 14.59%-8.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $4,056 | $2,477+63.7% | $2,682+51.2% | $1,963+106.7% |
| Participant deferral / active EE | $2,059 | $2,830-27.3% | $3,096-33.5% | $3,054-32.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |