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.
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 | $619,574 | $58,320+962.4% | $86,436+616.8% | $66,914+825.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | 9.95% | -9.71%+19.7pp | 4394.89%-4384.9pp | 1.58%+8.4pp |
| Employer contribution / active EE | $12,385 | $2,615+373.5% | $3,769+228.6% | $2,544+386.8% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,952-100.0% | $4,237-100.0% |
| Admin fee / account holder | $8 | $546-98.6% | $6,731-99.9% | $593-98.7% |