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 | $191,146 | $58,879+224.6% | $178,490+7.1% | $73,488+160.1% |
| Participation rate | 99.1% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.4pp |
| Annual return | 13.95% | 24.86%-10.9pp | 151.07%-137.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $9,439 | $2,236+322.1% | $5,011+88.4% | $2,270+315.8% |
| Participant deferral / active EE | $7,466 | $2,567+190.8% | $5,202+43.5% | $3,740+99.6% |
| Admin fee / account holder | $26 | $400-93.6% | $13,984-99.8% | $513-95.0% |