Filed February 14, 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 | $9,779 | $47,977-79.6% | $154,107-93.7% | $56,287-82.6% |
| Participation rate | 99.1% | 66.2%+33.0pp | 83.0%+16.1pp | 69.9%+29.3pp |
| Annual return | 6.33% | 3.54%+2.8pp | 735.12%-728.8pp | -9.96%+16.3pp |
| Employer contribution / active EE | $1,487 | $2,169-31.5% | $5,298-71.9% | $2,111-29.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $39 | $438-91.1% | $13,411-99.7% | $521-92.5% |