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 | $148,962 | $75,388+97.6% | $123,544+20.6% | $55,725+167.3% |
| Participation rate | 97.4% | 75.7%+21.7pp | 82.3%+15.1pp | 70.9%+26.6pp |
| Annual return | -16.47% | 4.48%-20.9pp | 119.20%-135.7pp | 244.93%-261.4pp |
| Employer contribution / active EE | $3,519 | $3,063+14.9% | $4,628-24.0% | $2,078+69.3% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |