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 | $133,096 | $88,515+50.4% | $162,163-17.9% | $67,579+96.9% |
| Participation rate | 95.7% | 86.8%+8.9pp | 87.6%+8.2pp | 71.3%+24.5pp |
| Annual return | 23.12% | 27.04%-3.9pp | 115.59%-92.5pp | 378.56%-355.4pp |
| Employer contribution / active EE | $3,457 | $3,563-3.0% | $5,614-38.4% | $2,148+60.9% |
| Participant deferral / active EE | $7,371 | $5,724+28.8% | $7,298+1.0% | $3,539+108.3% |
| Admin fee / account holder | $12 | $124-90.7% | $10,843-99.9% | $142-91.9% |