Filed November 16, 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.
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 | $54,353 | $56,640-4.0% | $80,975-32.9% | $57,658-5.7% |
| Participation rate | 82.5% | 75.9%+6.6pp | 75.8%+6.7pp | 70.2%+12.3pp |
| Annual return | 10.48% | 19.97%-9.5pp | 17.10%-6.6pp | 5.13%+5.4pp |
| Employer contribution / active EE | $2,552 | $2,085+22.4% | $3,714-31.3% | $1,974+29.3% |
| Participant deferral / active EE | $0 | $4,944-100.0% | $5,696-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $87-100.0% | $5,516-100.0% | $95-100.0% |