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 | $151,408 | $69,763+117.0% | $67,502+124.3% | $74,495+103.2% |
| Participation rate | 97.4% | 71.4%+26.0pp | 72.9%+24.5pp | 67.2%+30.2pp |
| Annual return | 18.39% | -40.34%+58.7pp | 3512.12%-3493.7pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $5,654 | $2,704+109.1% | $2,731+107.0% | $2,623+115.5% |
| Participant deferral / active EE | $5,694 | $3,636+56.6% | $4,000+42.4% | $4,346+31.0% |
| Admin fee / account holder | $214 | $896-76.2% | $3,998-94.7% | $1,942-89.0% |