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 | $230,048 | $122,239+88.2% | $184,203+24.9% | $74,495+208.8% |
| Participation rate | 75.1% | 85.5%-10.4pp | 86.8%-11.7pp | 67.2%+7.9pp |
| Annual return | 15.54% | 19.95%-4.4pp | 28.81%-13.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,301 | $4,537-27.2% | $6,427-48.6% | $2,623+25.9% |
| Participant deferral / active EE | $7,506 | $7,139+5.1% | $9,131-17.8% | $4,346+72.7% |
| Admin fee / account holder | $5 | $1,260-99.6% | $13,901-100.0% | $1,942-99.7% |