Filed September 1, 2021
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 8-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 | $20,983 | $38,925-46.1% | $73,843-71.6% | $55,191-62.0% |
| Participation rate | 99.5% | 66.0%+33.4pp | 73.4%+26.0pp | 69.2%+30.3pp |
| Annual return | 0.52% | 6.31%-5.8pp | 2267.84%-2267.3pp | 10.78%-10.3pp |
| Employer contribution / active EE | $2,642 | $1,695+55.9% | $2,787-5.2% | $1,899+39.1% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1 | $83-99.1% | $4,880-100.0% | $91-99.1% |