Civic Intelligence

Solo W-2 Inc.

Plan context: Solo W-2 Roth 401(K) Retirement Savings Plan

EIN 94-3280129 • 29 filings • 8 plans

Current Snapshot

Latest Year

2024

2024 Participants

92

2024 Assets

$7,848,272

2024 Contributions

$915,242

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,819,035$4,409,518$0200020132024YearValue
$7,848,272Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

130650200020122024YearValue
92Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024192$7,848,272$915,242$9,948iApproximate average salary by contribution assumption: employee only about $248,707 at 4% or $165,805 at 6%; with 50% employer match about $165,805 at 4% or $110,536 at 6%; with 100% employer match about $124,354 at 4% or $82,902 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-92$7,848,272$915,242$9,948iApproximate average salary by contribution assumption: employee only about $248,707 at 4% or $165,805 at 6%; with 50% employer match about $165,805 at 4% or $110,536 at 6%; with 100% employer match about $124,354 at 4% or $82,902 at 6%.
20231130$8,247,860$880,057$6,770iApproximate average salary by contribution assumption: employee only about $169,242 at 4% or $112,828 at 6%; with 50% employer match about $112,828 at 4% or $75,219 at 6%; with 100% employer match about $84,621 at 4% or $56,414 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-130$8,247,860$880,057$6,770iApproximate average salary by contribution assumption: employee only about $169,242 at 4% or $112,828 at 6%; with 50% employer match about $112,828 at 4% or $75,219 at 6%; with 100% employer match about $84,621 at 4% or $56,414 at 6%.
2022196$6,825,742$860,858$8,967iApproximate average salary by contribution assumption: employee only about $224,182 at 4% or $149,455 at 6%; with 50% employer match about $149,455 at 4% or $99,636 at 6%; with 100% employer match about $112,091 at 4% or $74,727 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-96$6,825,742$860,858$8,967iApproximate average salary by contribution assumption: employee only about $224,182 at 4% or $149,455 at 6%; with 50% employer match about $149,455 at 4% or $99,636 at 6%; with 100% employer match about $112,091 at 4% or $74,727 at 6%.
2021190$8,819,035$705,912$7,843iApproximate average salary by contribution assumption: employee only about $196,087 at 4% or $130,724 at 6%; with 50% employer match about $130,724 at 4% or $87,150 at 6%; with 100% employer match about $98,043 at 4% or $65,362 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-90$8,819,035$705,912$7,843iApproximate average salary by contribution assumption: employee only about $196,087 at 4% or $130,724 at 6%; with 50% employer match about $130,724 at 4% or $87,150 at 6%; with 100% employer match about $98,043 at 4% or $65,362 at 6%.
20201120$7,722,460$363,908$3,033iApproximate average salary by contribution assumption: employee only about $75,814 at 4% or $50,543 at 6%; with 50% employer match about $50,543 at 4% or $33,695 at 6%; with 100% employer match about $37,907 at 4% or $25,271 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-120$7,722,460$363,908$3,033iApproximate average salary by contribution assumption: employee only about $75,814 at 4% or $50,543 at 6%; with 50% employer match about $50,543 at 4% or $33,695 at 6%; with 100% employer match about $37,907 at 4% or $25,271 at 6%.
2019135$7,846,564$395,490$11,300iApproximate average salary by contribution assumption: employee only about $282,493 at 4% or $188,329 at 6%; with 50% employer match about $188,329 at 4% or $125,552 at 6%; with 100% employer match about $141,246 at 4% or $94,164 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-35$7,846,564$395,490$11,300iApproximate average salary by contribution assumption: employee only about $282,493 at 4% or $188,329 at 6%; with 50% employer match about $188,329 at 4% or $125,552 at 6%; with 100% employer match about $141,246 at 4% or $94,164 at 6%.
2018131$6,699,080$259,442$8,369iApproximate average salary by contribution assumption: employee only about $209,227 at 4% or $139,485 at 6%; with 50% employer match about $139,485 at 4% or $92,990 at 6%; with 100% employer match about $104,614 at 4% or $69,742 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-31$6,699,080$259,442$8,369iApproximate average salary by contribution assumption: employee only about $209,227 at 4% or $139,485 at 6%; with 50% employer match about $139,485 at 4% or $92,990 at 6%; with 100% employer match about $104,614 at 4% or $69,742 at 6%.
2017131$7,372,421$447,010$14,420iApproximate average salary by contribution assumption: employee only about $360,492 at 4% or $240,328 at 6%; with 50% employer match about $240,328 at 4% or $160,219 at 6%; with 100% employer match about $180,246 at 4% or $120,164 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-31$7,372,421$447,010$14,420iApproximate average salary by contribution assumption: employee only about $360,492 at 4% or $240,328 at 6%; with 50% employer match about $240,328 at 4% or $160,219 at 6%; with 100% employer match about $180,246 at 4% or $120,164 at 6%.
2016139$6,308,962$454,326$11,649iApproximate average salary by contribution assumption: employee only about $291,235 at 4% or $194,156 at 6%; with 50% employer match about $194,156 at 4% or $129,438 at 6%; with 100% employer match about $145,617 at 4% or $97,078 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-39$6,308,962$454,326$11,649iApproximate average salary by contribution assumption: employee only about $291,235 at 4% or $194,156 at 6%; with 50% employer match about $194,156 at 4% or $129,438 at 6%; with 100% employer match about $145,617 at 4% or $97,078 at 6%.
2015135$6,425,479$471,571$13,473iApproximate average salary by contribution assumption: employee only about $336,836 at 4% or $224,558 at 6%; with 50% employer match about $224,558 at 4% or $149,705 at 6%; with 100% employer match about $168,418 at 4% or $112,279 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-35$6,425,479$471,571$13,473iApproximate average salary by contribution assumption: employee only about $336,836 at 4% or $224,558 at 6%; with 50% employer match about $224,558 at 4% or $149,705 at 6%; with 100% employer match about $168,418 at 4% or $112,279 at 6%.
2014144$7,290,065$646,592$14,695iApproximate average salary by contribution assumption: employee only about $367,382 at 4% or $244,921 at 6%; with 50% employer match about $244,921 at 4% or $163,281 at 6%; with 100% employer match about $183,691 at 4% or $122,461 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-44$7,290,065$646,592$14,695iApproximate average salary by contribution assumption: employee only about $367,382 at 4% or $244,921 at 6%; with 50% employer match about $244,921 at 4% or $163,281 at 6%; with 100% employer match about $183,691 at 4% or $122,461 at 6%.
2013151$7,871,662$820,669$16,092iApproximate average salary by contribution assumption: employee only about $402,289 at 4% or $268,192 at 6%; with 50% employer match about $268,192 at 4% or $178,795 at 6%; with 100% employer match about $201,144 at 4% or $134,096 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-51$7,871,662$820,669$16,092iApproximate average salary by contribution assumption: employee only about $402,289 at 4% or $268,192 at 6%; with 50% employer match about $268,192 at 4% or $178,795 at 6%; with 100% employer match about $201,144 at 4% or $134,096 at 6%.
2012151$6,826,831$924,193$18,121iApproximate average salary by contribution assumption: employee only about $453,036 at 4% or $302,024 at 6%; with 50% employer match about $302,024 at 4% or $201,349 at 6%; with 100% employer match about $226,518 at 4% or $151,012 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-51$6,826,831$924,193$18,121iApproximate average salary by contribution assumption: employee only about $453,036 at 4% or $302,024 at 6%; with 50% employer match about $302,024 at 4% or $201,349 at 6%; with 100% employer match about $226,518 at 4% or $151,012 at 6%.
2011188$6,028,587$1,098,855$12,487iApproximate average salary by contribution assumption: employee only about $312,175 at 4% or $208,116 at 6%; with 50% employer match about $208,116 at 4% or $138,744 at 6%; with 100% employer match about $156,087 at 4% or $104,058 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-88$6,028,587$1,098,855$12,487iApproximate average salary by contribution assumption: employee only about $312,175 at 4% or $208,116 at 6%; with 50% employer match about $208,116 at 4% or $138,744 at 6%; with 100% employer match about $156,087 at 4% or $104,058 at 6%.
2010191$5,777,134$975,624$10,721iApproximate average salary by contribution assumption: employee only about $268,029 at 4% or $178,686 at 6%; with 50% employer match about $178,686 at 4% or $119,124 at 6%; with 100% employer match about $134,014 at 4% or $89,343 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-91$5,777,134$975,624$10,721iApproximate average salary by contribution assumption: employee only about $268,029 at 4% or $178,686 at 6%; with 50% employer match about $178,686 at 4% or $119,124 at 6%; with 100% employer match about $134,014 at 4% or $89,343 at 6%.
20091112$5,091,550$969,567$8,657iApproximate average salary by contribution assumption: employee only about $216,421 at 4% or $144,281 at 6%; with 50% employer match about $144,281 at 4% or $96,187 at 6%; with 100% employer match about $108,211 at 4% or $72,140 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-112$5,091,550$969,567$8,657iApproximate average salary by contribution assumption: employee only about $216,421 at 4% or $144,281 at 6%; with 50% employer match about $144,281 at 4% or $96,187 at 6%; with 100% employer match about $108,211 at 4% or $72,140 at 6%.
20081116$4,168,259$1,252,819$10,800iApproximate average salary by contribution assumption: employee only about $270,004 at 4% or $180,003 at 6%; with 50% employer match about $180,003 at 4% or $120,002 at 6%; with 100% employer match about $135,002 at 4% or $90,001 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-116$4,168,259$1,252,819$10,800iApproximate average salary by contribution assumption: employee only about $270,004 at 4% or $180,003 at 6%; with 50% employer match about $180,003 at 4% or $120,002 at 6%; with 100% employer match about $135,002 at 4% or $90,001 at 6%.
2007184$5,665,213$1,238,414$14,743iApproximate average salary by contribution assumption: employee only about $368,576 at 4% or $245,717 at 6%; with 50% employer match about $245,717 at 4% or $163,811 at 6%; with 100% employer match about $184,288 at 4% or $122,859 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-84$5,665,213$1,238,414$14,743iApproximate average salary by contribution assumption: employee only about $368,576 at 4% or $245,717 at 6%; with 50% employer match about $245,717 at 4% or $163,811 at 6%; with 100% employer match about $184,288 at 4% or $122,859 at 6%.
2006181$4,702,305$1,311,037$16,186iApproximate average salary by contribution assumption: employee only about $404,641 at 4% or $269,761 at 6%; with 50% employer match about $269,761 at 4% or $179,840 at 6%; with 100% employer match about $202,321 at 4% or $134,880 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-81$4,702,305$1,311,037$16,186iApproximate average salary by contribution assumption: employee only about $404,641 at 4% or $269,761 at 6%; with 50% employer match about $269,761 at 4% or $179,840 at 6%; with 100% employer match about $202,321 at 4% or $134,880 at 6%.
2005192$3,689,167$1,287,330$13,993iApproximate average salary by contribution assumption: employee only about $349,818 at 4% or $233,212 at 6%; with 50% employer match about $233,212 at 4% or $155,475 at 6%; with 100% employer match about $174,909 at 4% or $116,606 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-92$3,689,167$1,287,330$13,993iApproximate average salary by contribution assumption: employee only about $349,818 at 4% or $233,212 at 6%; with 50% employer match about $233,212 at 4% or $155,475 at 6%; with 100% employer match about $174,909 at 4% or $116,606 at 6%.
20041103$3,657,130$1,038,122$10,079iApproximate average salary by contribution assumption: employee only about $251,971 at 4% or $167,981 at 6%; with 50% employer match about $167,981 at 4% or $111,987 at 6%; with 100% employer match about $125,986 at 4% or $83,990 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-103$3,657,130$1,038,122$10,079iApproximate average salary by contribution assumption: employee only about $251,971 at 4% or $167,981 at 6%; with 50% employer match about $167,981 at 4% or $111,987 at 6%; with 100% employer match about $125,986 at 4% or $83,990 at 6%.
20032119$3,144,676$900,013$7,563iApproximate average salary by contribution assumption: employee only about $189,078 at 4% or $126,052 at 6%; with 50% employer match about $126,052 at 4% or $84,035 at 6%; with 100% employer match about $94,539 at 4% or $63,026 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-119$3,144,676$900,013$7,563iApproximate average salary by contribution assumption: employee only about $189,078 at 4% or $126,052 at 6%; with 50% employer match about $126,052 at 4% or $84,035 at 6%; with 100% employer match about $94,539 at 4% or $63,026 at 6%.
P.A.C.E. Money Purchase Pension Plan-0---
20022108$2,678,150$1,328,138$12,298iApproximate average salary by contribution assumption: employee only about $307,439 at 4% or $204,960 at 6%; with 50% employer match about $204,960 at 4% or $136,640 at 6%; with 100% employer match about $153,720 at 4% or $102,480 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-108$1,364,698$650,366$6,022iApproximate average salary by contribution assumption: employee only about $150,548 at 4% or $100,365 at 6%; with 50% employer match about $100,365 at 4% or $66,910 at 6%; with 100% employer match about $75,274 at 4% or $50,183 at 6%.
P.A.C.E. Money Purchase Pension Plan-108$1,313,452$677,772$6,276iApproximate average salary by contribution assumption: employee only about $156,892 at 4% or $104,594 at 6%; with 50% employer match about $104,594 at 4% or $69,730 at 6%; with 100% employer match about $78,446 at 4% or $52,297 at 6%.
2001299$0$0-
Solo W-2 Roth 401(K) Retirement Savings Plan-99---
P.A.C.E. Money Purchase Pension Plan-99---
2000288$916,095$889,065$10,103iApproximate average salary by contribution assumption: employee only about $252,575 at 4% or $168,384 at 6%; with 50% employer match about $168,384 at 4% or $112,256 at 6%; with 100% employer match about $126,288 at 4% or $84,192 at 6%.
Solo W-2 Roth 401(K) Retirement Savings Plan-86$459,843$435,639$5,066iApproximate average salary by contribution assumption: employee only about $126,639 at 4% or $84,426 at 6%; with 50% employer match about $84,426 at 4% or $56,284 at 6%; with 100% employer match about $63,320 at 4% or $42,213 at 6%.
P.A.C.E. Money Purchase Pension Plan-88$456,252$453,426$5,153iApproximate average salary by contribution assumption: employee only about $128,814 at 4% or $85,876 at 6%; with 50% employer match about $85,876 at 4% or $57,251 at 6%; with 100% employer match about $64,407 at 4% or $42,938 at 6%.