Filed December 5, 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 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.
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 | $34,801 | $52,467-33.7% | $57,179-39.1% | $55,167-36.9% |
| Participation rate | 99.6% | 75.8%+23.7pp | 75.3%+24.2pp | 69.0%+30.6pp |
| Annual return | 9.01% | 7.72%+1.3pp | 14.59%-5.6pp | 169.23%-160.2pp |
| Employer contribution / active EE | $6,982 | $2,477+181.8% | $2,682+160.3% | $1,963+255.7% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |