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 | $70,289 | $57,976+21.2% | $62,995+11.6% | $62,292+12.8% |
| Participation rate | 80.7% | 75.9%+4.8pp | 74.8%+5.9pp | 69.5%+11.2pp |
| Annual return | 14.59% | 17.54%-3.0pp | 87.57%-73.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,424 | $2,956+49.7% | $3,329+32.9% | $3,169+39.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |