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 5-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 | $23,155 | $41,854-44.7% | $73,843-68.6% | $52,331-55.8% |
| Participation rate | 99.4% | 66.2%+33.2pp | 73.4%+26.0pp | 68.1%+31.3pp |
| Annual return | 5.65% | 2.11%+3.5pp | 2267.84%-2262.2pp | 4.54%+1.1pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,390 | $2,498-4.3% | $3,583-33.3% | $3,022-20.9% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |