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 | $187,403 | $55,415+238.2% | $155,509+20.5% | $74,495+151.6% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 11.42% | 268.50%-257.1pp | 64.67%-53.3pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $9,745 | $2,267+329.9% | $4,672+108.6% | $2,623+271.5% |
| Participant deferral / active EE | $7,857 | $2,836+177.0% | $5,626+39.6% | $4,346+80.8% |
| Admin fee / account holder | $34 | $1,738-98.0% | $15,912-99.8% | $1,942-98.2% |