Filed May 25, 2021 (most recent of 4 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 | $142,264 | $74,552+90.8% | $62,995+125.8% | $69,631+104.3% |
| Participation rate | 98.4% | 78.3%+20.2pp | 74.8%+23.6pp | 70.7%+27.8pp |
| Annual return | 13.41% | 15.77%-2.4pp | 87.57%-74.2pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $3,244 | $2,929+10.8% | $2,759+17.6% | $2,032+59.6% |
| Participant deferral / active EE | $3,702 | $2,974+24.5% | $3,329+11.2% | $3,224+14.9% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |