Filed September 15, 2023
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 | $57,500 | $57,976-0.8% | $62,995-8.7% | $62,292-7.7% |
| Participation rate | 96.2% | 75.9%+20.2pp | 74.8%+21.3pp | 69.5%+26.6pp |
| Annual return | 11.84% | 17.54%-5.7pp | 87.57%-75.7pp | 28.90%-17.1pp |
| Employer contribution / active EE | $1,877 | $2,415-22.3% | $2,759-32.0% | $2,042-8.1% |
| Participant deferral / active EE | $3,869 | $2,956+30.9% | $3,329+16.2% | $3,169+22.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |