Filed July 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,739 | $56,317-49.0% | $71,209-59.6% | $74,304-61.3% |
| Participation rate | 93.5% | 55.1%+38.4pp | 73.8%+19.8pp | 60.3%+33.2pp |
| Annual return | 16.98% | 42.83%-25.9pp | 282.51%-265.5pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,197 | $2,160-44.6% | $2,721-56.0% | $2,241-46.6% |
| Participant deferral / active EE | $3,307 | $2,788+18.6% | $4,175-20.8% | $3,767-12.2% |
| Admin fee / account holder | $220 | $2,290-90.4% | $5,349-95.9% | $2,969-92.6% |