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 | $190,971 | $130,194+46.7% | $169,993+12.3% | $71,457+167.3% |
| Participation rate | 78.7% | 86.1%-7.5pp | 87.0%-8.3pp | 67.9%+10.7pp |
| Annual return | 19.07% | 20.37%-1.3pp | 53.37%-34.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $3,283 | $4,381-25.1% | $6,785-51.6% | $2,588+26.9% |
| Participant deferral / active EE | $7,539 | $6,923+8.9% | $10,408-27.6% | $4,289+75.8% |
| Admin fee / account holder | $5 | $966-99.5% | $12,815-100.0% | $1,587-99.7% |