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 | $21,366 | $37,196-42.6% | $154,107-86.1% | $55,725-61.7% |
| Participation rate | 99.1% | 64.1%+35.1pp | 83.0%+16.1pp | 70.9%+28.3pp |
| Annual return | -0.78% | 1319.68%-1320.5pp | 735.12%-735.9pp | 244.93%-245.7pp |
| Employer contribution / active EE | $4,076 | $1,614+152.5% | $5,298-23.0% | $2,078+96.2% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $102-99.3% | $13,411-100.0% | $115-99.4% |