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 | $50,723 | $65,322-22.4% | $70,449-28.0% | $73,488-31.0% |
| Participation rate | 98.5% | 77.0%+21.6pp | 75.1%+23.5pp | 70.7%+27.8pp |
| Annual return | 10.48% | 15.71%-5.2pp | 109.03%-98.5pp | 28.51%-18.0pp |
| Employer contribution / active EE | $3,559 | $2,460+44.7% | $2,737+30.0% | $2,270+56.8% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |