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 | $158,771 | $71,802+121.1% | $133,980+18.5% | $57,658+175.4% |
| Participation rate | 81.1% | 85.5%-4.4pp | 87.1%-6.0pp | 70.2%+10.8pp |
| Annual return | 18.21% | 13.51%+4.7pp | 29.30%-11.1pp | 5.13%+13.1pp |
| Employer contribution / active EE | $4,053 | $3,161+28.2% | $5,211-22.2% | $1,974+105.3% |
| Participant deferral / active EE | $8,541 | $4,606+85.4% | $6,282+36.0% | $3,061+179.1% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |