Filed July 14, 2023 (most recent of 2 filings on file)
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 | $103,669 | $84,948+22.0% | $70,449+47.2% | $73,409+41.2% |
| Participation rate | 95.9% | 79.9%+15.9pp | 75.1%+20.8pp | 72.2%+23.7pp |
| Annual return | 13.56% | 13.39%+0.2pp | 109.03%-95.5pp | 59.29%-45.7pp |
| Employer contribution / active EE | $3,377 | $2,834+19.2% | $2,737+23.4% | $2,234+51.2% |
| Participant deferral / active EE | $5,028 | $3,387+48.5% | $3,709+35.6% | $3,805+32.1% |
| Admin fee / account holder | $67 | $98-31.4% | $3,845-98.3% | $158-57.4% |