Filed April 7, 2022 (most recent of 2 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 | $166,872 | $52,953+215.1% | $172,739-3.4% | $65,185+156.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 23.48% | 30.12%-6.6pp | 802.84%-779.4pp | 29.38%-5.9pp |
| Employer contribution / active EE | $8,852 | $2,190+304.3% | $5,143+72.1% | $2,177+306.7% |
| Participant deferral / active EE | $7,018 | $2,471+184.0% | $5,198+35.0% | $3,514+99.7% |
| Admin fee / account holder | $37 | $472-92.1% | $13,954-99.7% | $847-95.6% |