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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,569 | $60,989+99.3% | $60,874+99.7% | $66,914+81.7% |
| Participation rate | 98.2% | 74.5%+23.7pp | 73.1%+25.1pp | 69.8%+28.4pp |
| Annual return | -11.66% | -9.60%-2.1pp | 16.90%-28.6pp | 1.58%-13.2pp |
| Employer contribution / active EE | $6,453 | $2,661+142.6% | $2,701+138.9% | $2,544+153.6% |
| Participant deferral / active EE | $6,842 | $3,615+89.3% | $3,817+79.3% | $4,237+61.5% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |