Filed April 19, 2021 (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.
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 | $112,880 | $43,504+159.5% | $68,793+64.1% | $56,287+100.5% |
| Participation rate | 96.6% | 67.8%+28.7pp | 72.2%+24.3pp | 69.9%+26.7pp |
| Annual return | 10.55% | -3.15%+13.7pp | -4.63%+15.2pp | -9.96%+20.5pp |
| Employer contribution / active EE | $1,182 | $1,525-22.5% | $2,625-55.0% | $2,111-44.0% |
| Participant deferral / active EE | $7,759 | $2,509+209.3% | $3,311+134.3% | $3,350+131.6% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |