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.
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 | $426,389 | $185,342+130.1% | $111,297+283.1% | $86,799+391.2% |
| Participation rate | 99.0% | 81.0%+18.0pp | 77.3%+21.7pp | 72.3%+26.7pp |
| Annual return | 27.02% | 500.80%-473.8pp | 54.65%-27.6pp | 97.91%-70.9pp |
| Employer contribution / active EE | $17,997 | $2,246+701.3% | $2,731+559.0% | $2,405+648.2% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |