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.
Employer contribution per participant 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 | $8,525 | $73,102-88.3% | $123,544-93.1% | $56,287-84.9% |
| Participation rate | 72.5% | 74.3%-1.8pp | 82.3%-9.7pp | 69.9%+2.7pp |
| Annual return | 26.16% | 3.01%+23.2pp | 119.20%-93.0pp | -9.96%+36.1pp |
| Employer contribution / active EE | $1 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $554-99.8% | $9,284-100.0% | $521-99.8% |