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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,982 | $61,272+187.2% | $149,673+17.6% | $71,457+146.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.18% | 35.85%-20.7pp | 134.42%-119.2pp | 28.85%-13.7pp |
| Employer contribution / active EE | $9,503 | $2,378+299.6% | $4,818+97.3% | $2,588+267.2% |
| Participant deferral / active EE | $7,843 | $2,917+168.9% | $5,680+38.1% | $4,289+82.9% |
| Admin fee / account holder | $25 | $1,261-98.0% | $13,210-99.8% | $1,587-98.4% |