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 | $161,059 | $102,553+57.0% | $151,611+6.2% | $66,914+140.7% |
| Participation rate | 81.0% | 85.5%-4.5pp | 87.5%-6.5pp | 69.8%+11.2pp |
| Annual return | -16.83% | -10.82%-6.0pp | 3.33%-20.2pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,103 | $4,180-25.8% | $6,166-49.7% | $2,544+22.0% |
| Participant deferral / active EE | $7,116 | $6,641+7.2% | $8,363-14.9% | $4,237+68.0% |
| Admin fee / account holder | $4 | $630-99.3% | $11,616-100.0% | $593-99.3% |