Filed February 13, 2025 (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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,860 | $52,293+10.6% | $178,490-67.6% | $73,409-21.2% |
| Participation rate | 93.8% | 65.3%+28.5pp | 81.9%+11.9pp | 72.2%+21.7pp |
| Annual return | 3.23% | 34.75%-31.5pp | 151.07%-147.8pp | 59.29%-56.1pp |
| Employer contribution / active EE | $1,417 | $1,735-18.3% | $5,011-71.7% | $2,234-36.5% |
| Participant deferral / active EE | $4,721 | $2,332+102.4% | $5,202-9.2% | $3,805+24.1% |
| Admin fee / account holder | $139 | $127+9.3% | $13,984-99.0% | $158-11.8% |