Filed December 14, 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.
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 | $116,679 | $88,730+31.5% | $82,313+41.8% | $77,958+49.7% |
| Participation rate | 92.6% | 84.5%+8.1pp | 76.9%+15.7pp | 71.6%+21.0pp |
| Annual return | 16.55% | 20.88%-4.3pp | 25.88%-9.3pp | 20.87%-4.3pp |
| Employer contribution / active EE | $2,044 | $2,758-25.9% | $2,428-15.8% | $2,310-11.5% |
| Participant deferral / active EE | $7,041 | $4,634+51.9% | $3,706+90.0% | $3,537+99.1% |
| Admin fee / account holder | $143 | $74+93.3% | $5,608-97.4% | $97+46.8% |