Filed May 1, 2023 (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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,891 | $60,989+9.7% | $60,874+9.9% | $66,9140% |
| Participation rate | 94.2% | 74.5%+19.7pp | 73.1%+21.1pp | 69.8%+24.4pp |
| Annual return | -13.30% | -9.60%-3.7pp | 16.90%-30.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $5,041 | $2,661+89.4% | $2,701+86.6% | $2,544+98.1% |
| Participant deferral / active EE | $4,246 | $3,615+17.5% | $3,817+11.2% | $4,237+0.2% |
| Admin fee / account holder | $149 | $338-55.9% | $3,224-95.4% | $593-74.8% |