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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,869 | $62,543-29.9% | $83,333-47.4% | $55,725-21.3% |
| Participation rate | 89.6% | 78.4%+11.2pp | 77.8%+11.8pp | 70.9%+18.7pp |
| Annual return | -7.20% | 14.85%-22.0pp | 10.63%-17.8pp | 244.93%-252.1pp |
| Employer contribution / active EE | $2,498 | $2,427+2.9% | $3,379-26.1% | $2,078+20.2% |
| Participant deferral / active EE | $0 | $5,682-100.0% | $5,565-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $7,510-100.0% | $115-100.0% |