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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $526,047 | $69,305+659.0% | $82,313+539.1% | $69,631+655.5% |
| Participation rate | 99.8% | 80.3%+19.5pp | 76.9%+22.9pp | 70.7%+29.1pp |
| Annual return | 6.86% | 21.47%-14.6pp | 25.88%-19.0pp | 27571.02%-27564.2pp |
| Employer contribution / active EE | $16,420 | $1,887+770.4% | $2,428+576.2% | $2,032+708.0% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |