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 | $27,561 | $44,873-38.6% | $79,464-65.3% | $56,287-51.0% |
| Participation rate | 93.8% | 68.7%+25.1pp | 73.3%+20.5pp | 69.9%+24.0pp |
| Annual return | -2.86% | 0.81%-3.7pp | 718.14%-721.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,124 | $2,746-22.6% | $3,704-42.7% | $3,350-36.6% |
| Admin fee / account holder | $1 | $418-99.8% | $5,113-100.0% | $521-99.8% |