Filed June 23, 2022
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 10-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,485 | $47,456-75.8% | $172,739-93.4% | $77,787-85.2% |
| Participation rate | 77.0% | 66.3%+10.7pp | 82.6%-5.6pp | 73.2%+3.8pp |
| Annual return | 19.46% | 35.57%-16.1pp | 802.84%-783.4pp | 32.57%-13.1pp |
| Employer contribution / active EE | $910 | $1,574-42.2% | $5,143-82.3% | $2,504-63.7% |
| Participant deferral / active EE | $694 | $2,560-72.9% | $5,198-86.6% | $3,967-82.5% |
| Admin fee / account holder | $47 | $81-42.3% | $13,954-99.7% | $100-53.4% |