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 | $52,763 | $183,963-71.3% | $162,163-67.5% | $152,861-65.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 33.76% | 150.76%-117.0pp | 115.59%-81.8pp | 345.32%-311.6pp |
| Employer contribution / active EE | $3,105 | $6,371-51.3% | $5,614-44.7% | $4,762-34.8% |
| Participant deferral / active EE | $6,876 | $8,034-14.4% | $7,298-5.8% | $5,850+17.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |