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.
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 | $197,907 | $155,795+27.0% | $136,294+45.2% | $69,631+184.2% |
| Participation rate | 97.6% | 75.2%+22.3pp | 81.9%+15.6pp | 70.7%+26.9pp |
| Annual return | 13.26% | 232464.33%-232451.1pp | 5155.94%-5142.7pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $8,153 | $2,991+172.6% | $4,695+73.6% | $2,032+301.2% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |