Filed September 24, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $496,421 | $55,214+799.1% | $104,607+374.6% | $73,488+575.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 74.1%+25.9pp | 70.7%+29.3pp |
| Annual return | 15.06% | 24.79%-9.7pp | 340.46%-325.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $10,704 | $1,468+629.3% | $2,681+299.3% | $2,270+371.5% |
| Participant deferral / active EE | $0 | $2,925-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7 | $424-98.3% | $6,473-99.9% | $513-98.6% |