Filed March 27, 2025
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.
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 | $28,121 | $56,640-50.4% | $80,975-65.3% | $57,658-51.2% |
| Participation rate | 76.0% | 75.9%+0.1pp | 75.8%+0.2pp | 70.2%+5.8pp |
| Annual return | 8.48% | 19.97%-11.5pp | 17.10%-8.6pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,361 | $2,085-34.7% | $3,714-63.4% | $1,974-31.1% |
| Participant deferral / active EE | $2,253 | $4,944-54.4% | $5,696-60.4% | $3,061-26.4% |
| Admin fee / account holder | $4 | $87-95.3% | $5,516-99.9% | $95-95.6% |