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 | $394,901 | $73,404+438.0% | $87,100+353.4% | $67,579+484.4% |
| Participation rate | 99.4% | 80.9%+18.5pp | 76.9%+22.5pp | 71.3%+28.1pp |
| Annual return | -10.06% | 48.29%-58.4pp | 28.19%-38.3pp | 378.56%-388.6pp |
| Employer contribution / active EE | $17,302 | $2,014+759.1% | $2,521+586.2% | $2,148+705.6% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |