Filed February 12, 2025 (most recent of 3 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,313 | $37,039-66.8% | $147,614-91.7% | $59,188-79.2% |
| Participation rate | 87.0% | 63.8%+23.2pp | 84.6%+2.4pp | 69.4%+17.6pp |
| Annual return | 0.29% | 7.19%-6.9pp | 61.98%-61.7pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,260 | $1,353-6.9% | $5,564-77.4% | $2,098-40.0% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $4 | $60-93.8% | $11,611-100.0% | $92-96.0% |