Filed September 8, 2023 (most recent of 2 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 | $105,318 | $130,194-19.1% | $169,993-38.0% | $71,457+47.4% |
| Participation rate | 96.2% | 86.1%+10.0pp | 87.0%+9.2pp | 67.9%+28.3pp |
| Annual return | 7.80% | 20.37%-12.6pp | 53.37%-45.6pp | 28.85%-21.0pp |
| Employer contribution / active EE | $3,716 | $4,381-15.2% | $6,785-45.2% | $2,588+43.6% |
| Participant deferral / active EE | $4,567 | $6,923-34.0% | $10,408-56.1% | $4,289+6.5% |
| Admin fee / account holder | $13 | $966-98.6% | $12,815-99.9% | $1,587-99.2% |