Filed March 11, 2022
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 3-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,027 | $76,670+303.1% | $96,683+219.6% | $71,457+332.5% |
| Participation rate | 83.2% | 66.6%+16.6pp | 74.3%+8.9pp | 67.9%+15.3pp |
| Annual return | 60.30% | 48.29%+12.0pp | 35.69%+24.6pp | 28.85%+31.5pp |
| Employer contribution / active EE | $4,517 | $3,031+49.0% | $3,737+20.9% | $2,588+74.6% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |