Filed July 31, 2024 (most recent of 2 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,817 | $75,183-88.3% | $123,892-92.9% | $55,167-84.0% |
| Participation rate | 99.4% | 72.8%+26.5pp | 81.4%+18.0pp | 69.0%+30.4pp |
| Annual return | 3.72% | 19.01%-15.3pp | 47.52%-43.8pp | 169.23%-165.5pp |
| Employer contribution / active EE | $1,266 | $2,823-55.2% | $4,617-72.6% | $1,963-35.5% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |