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 | $13,101 | $37,213-64.8% | $156,549-91.6% | $63,975-79.5% |
| Participation rate | 87.4% | 65.0%+22.4pp | 84.0%+3.4pp | 71.1%+16.3pp |
| Annual return | 6.65% | 47.89%-41.2pp | 32.23%-25.6pp | 48.65%-42.0pp |
| Employer contribution / active EE | $1,390 | $1,357+2.5% | $5,501-74.7% | $2,182-36.3% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $4 | $56-93.0% | $13,027-100.0% | $70-94.4% |