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 | $25,302 | $43,423-41.7% | $78,689-67.8% | $55,167-54.1% |
| Participation rate | 94.4% | 68.0%+26.3pp | 73.6%+20.8pp | 69.0%+25.4pp |
| Annual return | 7.30% | 11.53%-4.2pp | 62.18%-54.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,047 | $2,509-18.4% | $3,517-41.8% | $3,054-33.0% |
| Admin fee / account holder | $1 | $416-99.7% | $4,510-100.0% | $504-99.7% |