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 | $5,569 | $44,734-87.6% | $99,443-94.4% | $67,579-91.8% |
| Participation rate | 98.6% | 66.2%+32.4pp | 73.8%+24.8pp | 71.3%+27.3pp |
| Annual return | 20.05% | 32.45%-12.4pp | 30.72%-10.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,380 | $1,261+9.5% | $2,540-45.6% | $2,148-35.7% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $3,619-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $6,250-100.0% | $142-100.0% |