Filed October 20, 2023 (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 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 | $113,398 | $60,795+86.5% | $69,455+63.3% | $65,185+74.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 5.83% | 17.46%-11.6pp | 28.97%-23.1pp | 29.38%-23.6pp |
| Employer contribution / active EE | $5,570 | $2,452+127.2% | $2,779+100.4% | $2,177+155.9% |
| Participant deferral / active EE | $5,593 | $3,162+76.9% | $3,535+58.2% | $3,514+59.2% |
| Admin fee / account holder | $201 | $314-36.0% | $3,839-94.8% | $847-76.3% |