Filed May 20, 2024
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 | $22,561 | $49,227-54.2% | $70,449-68.0% | $79,858-71.7% |
| Participation rate | 84.8% | 69.2%+15.6pp | 75.1%+9.8pp | 69.6%+15.2pp |
| Annual return | 38.57% | 30.06%+8.5pp | 109.03%-70.5pp | 31.71%+6.9pp |
| Employer contribution / active EE | $3,038 | $2,099+44.8% | $2,737+11.0% | $2,471+23.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |