Filed May 2, 2023 (most recent of 6 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 | $172,523 | $136,307+26.6% | $177,821-3.0% | $73,488+134.8% |
| Participation rate | 86.7% | 86.1%+0.6pp | 87.7%-1.0pp | 70.7%+16.0pp |
| Annual return | 15.05% | 18.68%-3.6pp | 48.32%-33.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,987 | $3,712-19.5% | $5,918-49.5% | $2,270+31.6% |
| Participant deferral / active EE | $6,547 | $5,829+12.3% | $7,714-15.1% | $3,740+75.1% |
| Admin fee / account holder | $4 | $596-99.3% | $12,427-100.0% | $513-99.2% |