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 | $132,961 | $65,557+102.8% | $64,056+107.6% | $71,457+86.1% |
| Participation rate | 94.9% | 73.2%+21.8pp | 72.3%+22.6pp | 67.9%+27.0pp |
| Annual return | 13.91% | 18.94%-5.0pp | 33.69%-19.8pp | 28.85%-14.9pp |
| Employer contribution / active EE | $6,153 | $2,669+130.6% | $2,747+124.0% | $2,588+137.8% |
| Participant deferral / active EE | $5,974 | $3,626+64.8% | $3,880+54.0% | $4,289+39.3% |
| Admin fee / account holder | $259 | $616-57.9% | $3,068-91.5% | $1,587-83.7% |