Filed May 24, 2023 (most recent of 3 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 | $166,289 | $241,101-31.0% | $103,333+60.9% | $199,593-16.7% |
| Participation rate | 99.8% | 78.3%+21.5pp | 74.5%+25.2pp | 72.0%+27.8pp |
| Annual return | 44.24% | 17.80%+26.4pp | 24.88%+19.4pp | 34.25%+10.0pp |
| Employer contribution / active EE | $5,936 | $4,244+39.9% | $3,868+53.5% | $3,034+95.6% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $5 | $288-98.3% | $8,355-99.9% | $269-98.2% |