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.
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 | $124,445 | $155,795-20.1% | $136,294-8.7% | $69,631+78.7% |
| Participation rate | 99.8% | 75.2%+24.5pp | 81.9%+17.8pp | 70.7%+29.1pp |
| Annual return | 14.91% | 232464.33%-232449.4pp | 5155.94%-5141.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $10,010 | $2,991+234.7% | $4,695+113.2% | $2,032+392.6% |
| Participant deferral / active EE | $6,567 | $5,394+21.7% | $6,247+5.1% | $3,224+103.7% |
| Admin fee / account holder | $55 | $128-57.3% | $9,243-99.4% | $110-50.4% |