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 | $123,613 | $81,537+51.6% | $149,718-17.4% | $69,631+77.5% |
| Participation rate | 89.8% | 86.1%+3.7pp | 87.1%+2.8pp | 70.7%+19.2pp |
| Annual return | 17.65% | 22.79%-5.1pp | 1501.63%-1484.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $3,187 | $3,239-1.6% | $5,445-41.5% | $2,032+56.8% |
| Participant deferral / active EE | $6,769 | $4,994+35.5% | $6,569+3.0% | $3,224+110.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |