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 | $57,697 | $65,592-12.0% | $90,160-36.0% | $69,631-17.1% |
| Participation rate | 72.4% | 77.6%-5.3pp | 76.9%-4.5pp | 70.7%+1.7pp |
| Annual return | 22.29% | 57.10%-34.8pp | 34.88%-12.6pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $2,338 | $2,193+6.6% | $3,318-29.5% | $2,032+15.1% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $5,288-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,943-100.0% | $110-100.0% |