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 | $855,990 | $79,013+983.4% | $100,391+752.7% | $74,495+1049.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 28.10% | 20.41%+7.7pp | 49.20%-21.1pp | 1364.94%-1336.8pp |
| Employer contribution / active EE | $15,680 | $3,021+419.0% | $3,942+297.8% | $2,623+497.8% |
| Participant deferral / active EE | $0 | $7,760-100.0% | $8,082-100.0% | $4,346-100.0% |
| Admin fee / account holder | $7 | $1,320-99.4% | $7,899-99.9% | $1,942-99.6% |