Filed August 2, 2024
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,697 | $56,443-54.5% | $83,848-69.4% | $55,725-53.9% |
| Participation rate | 99.5% | 72.0%+27.4pp | 76.1%+23.3pp | 70.9%+28.6pp |
| Annual return | 3.97% | 393.67%-389.7pp | 850.88%-846.9pp | 244.93%-241.0pp |
| Employer contribution / active EE | $1,542 | $2,682-42.5% | $3,631-57.5% | $2,078-25.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |