Filed March 19, 2024 (most recent of 4 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $549,974 | $98,727+457.1% | $113,168+386.0% | $85,563+542.8% |
| Participation rate | 99.7% | 80.8%+18.9pp | 76.6%+23.1pp | 66.0%+33.7pp |
| Annual return | 8.38% | 17.43%-9.0pp | 24.27%-15.9pp | 31.51%-23.1pp |
| Employer contribution / active EE | $18,532 | $2,907+537.5% | $2,975+522.9% | $2,654+598.4% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |