Filed August 14, 2024
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,549 | $37,117-52.7% | $147,614-88.1% | $55,191-68.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 0.17% | 3.44%-3.3pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $3,873 | $1,620+139.0% | $5,564-30.4% | $1,899+104.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $2 | $86-98.1% | $11,611-100.0% | $91-98.2% |