Filed August 8, 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.
Employer contribution per participant 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 | $35,711 | $39,122-8.7% | $57,179-37.5% | $62,891-43.2% |
| Participation rate | 86.4% | 70.5%+15.9pp | 75.3%+11.0pp | 69.3%+17.1pp |
| Annual return | 6.08% | 9.23%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $343 | $1,874-81.7% | $2,682-87.2% | $2,281-85.0% |
| Participant deferral / active EE | $1,381 | $2,374-41.8% | $3,096-55.4% | $3,203-56.9% |
| Admin fee / account holder | $1 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |