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 | $24,249 | $46,100-47.4% | $86,590-72.0% | $69,631-65.2% |
| Participation rate | 98.7% | 67.2%+31.5pp | 73.5%+25.1pp | 70.7%+28.0pp |
| Annual return | 13.13% | 21.02%-7.9pp | 964.84%-951.7pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $1,979 | $1,850+7.0% | $2,839-30.3% | $2,032-2.6% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $1 | $94-98.6% | $4,906-100.0% | $110-98.8% |