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 | $116,003 | $80,005+45.0% | $140,016-17.2% | $55,725+108.2% |
| Participation rate | 89.4% | 87.0%+2.4pp | 87.5%+1.9pp | 70.9%+18.6pp |
| Annual return | -3.20% | 0.46%-3.7pp | 651.12%-654.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $3,254 | $3,403-4.4% | $5,606-42.0% | $2,078+56.6% |
| Participant deferral / active EE | $6,999 | $5,264+33.0% | $6,927+1.0% | $3,356+108.6% |
| Admin fee / account holder | $6 | $116-94.8% | $10,705-99.9% | $115-94.7% |