Filed March 16, 2022
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,914 | $52,467-10.6% | $57,179-18.0% | $55,167-15.0% |
| Participation rate | 96.1% | 75.8%+20.3pp | 75.3%+20.8pp | 69.0%+27.1pp |
| Annual return | 32.31% | 7.72%+24.6pp | 14.59%+17.7pp | 169.23%-136.9pp |
| Employer contribution / active EE | $2,426 | $2,477-2.1% | $2,682-9.6% | $1,963+23.6% |
| Participant deferral / active EE | $3,563 | $2,830+25.9% | $3,096+15.1% | $3,054+16.7% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |