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 | $39,723 | $55,002-27.8% | $59,878-33.7% | $56,287-29.4% |
| Participation rate | 99.0% | 75.9%+23.1pp | 74.7%+24.3pp | 69.9%+29.2pp |
| Annual return | 0.02% | 1.13%-1.1pp | 3.46%-3.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $3,579 | $2,448+46.2% | $2,722+31.5% | $2,111+69.6% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |