Filed March 6, 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 7-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 | $55,828 | $69,362-19.5% | $101,248-44.9% | $73,488-24.0% |
| Participation rate | 99.3% | 68.4%+30.9pp | 75.8%+23.5pp | 70.7%+28.7pp |
| Annual return | 127.13% | 18.46%+108.7pp | 46.47%+80.7pp | 28.51%+98.6pp |
| Employer contribution / active EE | $98 | $2,628-96.3% | $3,660-97.3% | $2,270-95.7% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |