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 | $14,878 | $44,989-66.9% | $170,442-91.3% | $77,958-80.9% |
| Participation rate | 88.6% | 64.6%+24.0pp | 83.6%+5.0pp | 71.6%+17.0pp |
| Annual return | 16.62% | 19.61%-3.0pp | 205.93%-189.3pp | 20.87%-4.2pp |
| Employer contribution / active EE | $1,428 | $1,466-2.6% | $5,433-73.7% | $2,310-38.2% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $3 | $69-95.2% | $13,880-100.0% | $97-96.6% |