Filed July 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 9-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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,272 | $160,055-71.1% | $140,016-67.0% | $135,375-65.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 50.03% | 911.38%-861.4pp | 651.12%-601.1pp | 519.73%-469.7pp |
| Employer contribution / active EE | $2,034 | $6,420-68.3% | $5,606-63.7% | $4,779-57.4% |
| Participant deferral / active EE | $13,501 | $7,642+76.7% | $6,927+94.9% | $5,609+140.7% |
| Admin fee / account holder | $221 | $13,328-98.3% | $10,705-97.9% | $10,827-98.0% |