Filed January 16, 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.
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 | $73,334 | $45,035+62.8% | $62,995+16.4% | $70,131+4.6% |
| Participation rate | 95.3% | 69.5%+25.8pp | 74.8%+20.5pp | 69.5%+25.8pp |
| Annual return | 40.21% | 18.76%+21.5pp | 87.57%-47.4pp | 73.14%-32.9pp |
| Employer contribution / active EE | $2,752 | $2,051+34.1% | $2,759-0.3% | $2,342+17.5% |
| Participant deferral / active EE | $4,401 | $2,465+78.6% | $3,329+32.2% | $3,332+32.1% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |