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 | $62,916 | $55,002+14.4% | $59,878+5.1% | $56,287+11.8% |
| Participation rate | 97.8% | 75.9%+21.9pp | 74.7%+23.1pp | 69.9%+28.0pp |
| Annual return | 9.15% | 1.13%+8.0pp | 3.46%+5.7pp | -9.96%+19.1pp |
| Employer contribution / active EE | $2,114 | $2,448-13.6% | $2,722-22.3% | $2,111+0.1% |
| Participant deferral / active EE | $4,381 | $3,121+40.4% | $3,402+28.8% | $3,350+30.8% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |