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 | $75,078 | $60,795+23.5% | $69,455+8.1% | $65,185+15.2% |
| Participation rate | 82.9% | 74.9%+8.1pp | 74.6%+8.3pp | 70.2%+12.7pp |
| Annual return | 20.49% | 17.46%+3.0pp | 28.97%-8.5pp | 29.38%-8.9pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,598 | $3,162+45.4% | $3,535+30.1% | $3,514+30.9% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |