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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,933 | $111,608+25.4% | $177,821-21.3% | $73,409+90.6% |
| Participation rate | 95.3% | 87.9%+7.5pp | 87.7%+7.6pp | 72.2%+23.2pp |
| Annual return | 13.72% | 18.23%-4.5pp | 48.32%-34.6pp | 59.29%-45.6pp |
| Employer contribution / active EE | $7,698 | $3,796+102.8% | $5,918+30.1% | $2,234+244.7% |
| Participant deferral / active EE | $3,641 | $6,199-41.3% | $7,714-52.8% | $3,805-4.3% |
| Admin fee / account holder | $11 | $166-93.1% | $12,427-99.9% | $158-92.8% |