Filed June 25, 2024 (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 | $183,599 | $80,177+129.0% | $123,892+48.2% | $57,658+218.4% |
| Participation rate | 96.3% | 74.4%+21.9pp | 81.4%+14.9pp | 70.2%+26.1pp |
| Annual return | 17.74% | 17.90%-0.2pp | 47.52%-29.8pp | 5.13%+12.6pp |
| Employer contribution / active EE | $5,694 | $2,913+95.5% | $4,617+23.3% | $1,974+188.5% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |