Filed April 28, 2023 (most recent of 2 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,452 | $82,978+54.8% | $129,995-1.2% | $71,457+79.8% |
| Participation rate | 95.3% | 74.1%+21.3pp | 78.5%+16.9pp | 67.9%+27.4pp |
| Annual return | 9.63% | 20.60%-11.0pp | -137.18%+146.8pp | 28.85%-19.2pp |
| Employer contribution / active EE | $6,885 | $2,622+162.6% | $4,320+59.4% | $2,588+166.1% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |