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 | $190,601 | $121,341+57.1% | $189,513+0.6% | $79,386+140.1% |
| Participation rate | 85.4% | 86.1%-0.7pp | 87.8%-2.4pp | 70.7%+14.7pp |
| Annual return | 15.04% | 21.08%-6.0pp | 555.15%-540.1pp | 116.85%-101.8pp |
| Employer contribution / active EE | $3,104 | $3,915-20.7% | $6,162-49.6% | $2,427+27.9% |
| Participant deferral / active EE | $7,220 | $6,395+12.9% | $8,221-12.2% | $4,046+78.5% |
| Admin fee / account holder | $5 | $651-99.2% | $12,045-100.0% | $626-99.1% |