Filed May 29, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,544 | $37,591-85.3% | $90,645-93.9% | $55,725-90.1% |
| Participation rate | 99.9% | 66.4%+33.5pp | 74.0%+25.8pp | 70.9%+29.0pp |
| Annual return | -5.00% | -3.20%-1.8pp | 1.88%-6.9pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,370 | $1,302+5.3% | $2,532-45.9% | $2,078-34.1% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,425-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $100-100.0% | $4,994-100.0% | $115-100.0% |