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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,181 | $60,795+2.3% | $69,455-10.5% | $65,185-4.6% |
| Participation rate | 96.5% | 74.9%+21.6pp | 74.6%+21.8pp | 70.2%+26.3pp |
| Annual return | 5.40% | 17.46%-12.1pp | 28.97%-23.6pp | 29.38%-24.0pp |
| Employer contribution / active EE | $2,127 | $2,452-13.2% | $2,779-23.4% | $2,177-2.3% |
| Participant deferral / active EE | $4,994 | $3,162+57.9% | $3,535+41.2% | $3,514+42.1% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |