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.
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 | $9,363 | $89,652-89.6% | $141,162-93.4% | $65,185-85.6% |
| Participation rate | 99.5% | 74.7%+24.7pp | 82.5%+17.0pp | 70.2%+29.3pp |
| Annual return | 43.51% | 32.79%+10.7pp | 71.39%-27.9pp | 29.38%+14.1pp |
| Employer contribution / active EE | $785 | $3,065-74.4% | $4,735-83.4% | $2,177-63.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $569-99.8% | $10,261-100.0% | $847-99.9% |