Filed December 2, 2024
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 | $108,314 | $75,828+42.8% | $147,614-26.6% | $59,632+81.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.19% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $6,862 | $3,485+96.9% | $5,564+23.3% | $2,203+211.5% |
| Participant deferral / active EE | $4,465 | $3,130+42.6% | $4,895-8.8% | $3,192+39.9% |
| Admin fee / account holder | $276 | $5,985-95.4% | $11,611-97.6% | $4,297-93.6% |