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 | $63,970 | $52,467+21.9% | $57,179+11.9% | $55,167+16.0% |
| Participation rate | 80.1% | 75.8%+4.2pp | 75.3%+4.7pp | 69.0%+11.1pp |
| Annual return | 8.23% | 7.72%+0.5pp | 14.59%-6.4pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,463 | $2,830+57.7% | $3,096+44.2% | $3,054+46.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |