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 | $57,196 | $51,769+10.5% | $57,343-0.3% | $52,331+9.3% |
| Participation rate | 78.8% | 75.2%+3.5pp | 75.1%+3.7pp | 68.1%+10.7pp |
| Annual return | 0.10% | 2.43%-2.3pp | 24.39%-24.3pp | 4.54%-4.4pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,124 | $2,794+47.6% | $3,162+30.4% | $3,022+36.5% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |