Filed March 8, 2024 (most recent of 2 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,487 | $79,523-71.7% | $140,016-83.9% | $56,287-60.0% |
| Participation rate | 71.3% | 85.7%-14.4pp | 87.5%-16.2pp | 69.9%+1.5pp |
| Annual return | -3.48% | 2.39%-5.9pp | 651.12%-654.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,463 | $3,350-56.3% | $5,606-73.9% | $2,111-30.7% |
| Participant deferral / active EE | $3,279 | $5,129-36.1% | $6,927-52.7% | $3,350-2.1% |
| Admin fee / account holder | $1 | $614-99.9% | $10,705-100.0% | $521-99.9% |