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 | $22,477 | $39,859-43.6% | $78,689-71.4% | $57,658-61.0% |
| Participation rate | 98.3% | 66.1%+32.2pp | 73.6%+24.8pp | 70.2%+28.1pp |
| Annual return | 5.42% | 18.96%-13.5pp | 62.18%-56.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $2,334 | $1,786+30.7% | $2,851-18.1% | $1,974+18.3% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $3 | $76-96.7% | $4,510-99.9% | $95-97.3% |