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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $483,748 | $72,254+569.5% | $86,677+458.1% | $64,808+646.4% |
| Participation rate | 99.5% | 80.4%+19.1pp | 76.6%+22.9pp | 71.5%+28.1pp |
| Annual return | 11.68% | 392.42%-380.7pp | 35.91%-24.2pp | 32.82%-21.1pp |
| Employer contribution / active EE | $19,001 | $2,393+694.1% | $2,836+569.9% | $2,506+658.3% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |