Filed May 23, 2023
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 8-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 | $23,252 | $65,557-64.5% | $105,738-78.0% | $56,287-58.7% |
| Participation rate | 90.2% | 63.4%+26.8pp | 76.3%+13.9pp | 69.9%+20.4pp |
| Annual return | 5.77% | -1.32%+7.1pp | 6.27%-0.5pp | -9.96%+15.7pp |
| Employer contribution / active EE | $3,138 | $1,788+75.5% | $3,268-4.0% | $2,111+48.6% |
| Participant deferral / active EE | $7,301 | $2,418+202.0% | $4,080+79.0% | $3,350+118.0% |
| Admin fee / account holder | $4 | $561-99.3% | $6,913-99.9% | $521-99.2% |