Filed February 5, 2024 (most recent of 3 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 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 | $113,691 | $80,177+41.8% | $123,892-8.2% | $57,658+97.2% |
| Participation rate | 99.5% | 74.4%+25.1pp | 81.4%+18.1pp | 70.2%+29.3pp |
| Annual return | 8.30% | 17.90%-9.6pp | 47.52%-39.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $9,984 | $2,913+242.8% | $4,617+116.3% | $1,974+405.8% |
| Participant deferral / active EE | $6,271 | $5,130+22.2% | $5,984+4.8% | $3,061+104.9% |
| Admin fee / account holder | $78 | $106-26.5% | $8,357-99.1% | $95-17.4% |