Filed December 21, 2023
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $258,711 | $60,323+328.9% | $81,812+216.2% | $74,495+247.3% |
| Participation rate | 97.0% | 62.9%+34.1pp | 72.3%+24.6pp | 67.2%+29.8pp |
| Annual return | 17.34% | 16.90%+0.4pp | 773.79%-756.4pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $10,494 | $2,620+300.5% | $2,912+260.3% | $2,623+300.1% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $17 | $1,486-98.8% | $7,386-99.8% | $1,942-99.1% |