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 | $31,013 | $50,637-38.8% | $86,590-64.2% | $62,292-50.2% |
| Participation rate | 91.4% | 67.9%+23.6pp | 73.5%+17.9pp | 69.5%+21.9pp |
| Annual return | 32.43% | 20.80%+11.6pp | 964.84%-932.4pp | 28.90%+3.5pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,864 | $2,611-28.6% | $3,609-48.3% | $3,169-41.2% |
| Admin fee / account holder | $1 | $413-99.8% | $4,906-100.0% | $479-99.8% |