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 | $77,354 | $65,322+18.4% | $70,449+9.8% | $73,488+5.3% |
| Participation rate | 83.4% | 77.0%+6.5pp | 75.1%+8.4pp | 70.7%+12.7pp |
| Annual return | 9.62% | 15.71%-6.1pp | 109.03%-99.4pp | 28.51%-18.9pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,191 | $3,375+24.2% | $3,709+13.0% | $3,740+12.1% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |