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 | $24,885 | $62,928-60.5% | $172,739-85.6% | $67,579-63.2% |
| Participation rate | 99.4% | 64.5%+34.9pp | 82.6%+16.7pp | 71.3%+28.1pp |
| Annual return | 17.29% | 30.36%-13.1pp | 802.84%-785.5pp | 378.56%-361.3pp |
| Employer contribution / active EE | $4,299 | $1,636+162.7% | $5,143-16.4% | $2,148+100.2% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $2 | $167-98.5% | $13,954-100.0% | $142-98.3% |