Filed January 31, 2024 (most recent of 2 filings on file)
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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,411 | $31,810-54.7% | $64,105-77.5% | $59,188-75.7% |
| Participation rate | 96.1% | 57.7%+38.4pp | 68.2%+28.0pp | 69.4%+26.7pp |
| Annual return | 0.41% | 9.41%-9.0pp | 791.24%-790.8pp | 5.51%-5.1pp |
| Employer contribution / active EE | $1,381 | $659+109.5% | $1,820-24.1% | $2,098-34.2% |
| Participant deferral / active EE | $0 | $1,582-100.0% | $2,822-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $57-100.0% | $4,499-100.0% | $92-100.0% |