Filed July 6, 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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,969 | $42,990+13.9% | $61,048-19.8% | $67,579-27.5% |
| Participation rate | 98.2% | 72.4%+25.8pp | 79.3%+18.9pp | 71.3%+26.9pp |
| Annual return | 59.60% | 23.20%+36.4pp | 26.18%+33.4pp | 378.56%-319.0pp |
| Employer contribution / active EE | $6,776 | $1,969+244.2% | $3,716+82.3% | $2,148+215.5% |
| Participant deferral / active EE | $0 | $2,496-100.0% | $4,470-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $109-100.0% | $3,728-100.0% | $142-100.0% |