Filed May 3, 2023
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,281 | $132,049-6.6% | $200,582-38.5% | $74,304+65.9% |
| Participation rate | 93.1% | 84.1%+9.1pp | 86.9%+6.2pp | 60.3%+32.8pp |
| Annual return | 0.00% | 22.22%-22.2pp | 42.33%-42.3pp | 29.43%-29.4pp |
| Employer contribution / active EE | $6,488 | $4,558+42.3% | $6,419+1.1% | $2,241+189.5% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,405-100.0% | $16,305-100.0% | $2,969-100.0% |