Filed January 31, 2024 (most recent of 7 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 | $67,360 | $80,354-16.2% | $133,980-49.7% | $63,975+5.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 119.52% | 13.11%+106.4pp | 29.30%+90.2pp | 48.65%+70.9pp |
| Employer contribution / active EE | $3,301 | $3,503-5.8% | $5,211-36.7% | $2,182+51.3% |
| Participant deferral / active EE | $3,862 | $5,239-26.3% | $6,282-38.5% | $3,356+15.1% |
| Admin fee / account holder | $6 | $69-92.1% | $9,324-99.9% | $70-92.2% |