Filed April 27, 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 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 | $23,303 | $43,717-46.7% | $81,478-71.4% | $77,958-70.1% |
| Participation rate | 79.5% | 42.5%+36.9pp | 68.0%+11.5pp | 71.6%+7.8pp |
| Annual return | 29.82% | 23.83%+6.0pp | 38.78%-9.0pp | 20.87%+9.0pp |
| Employer contribution / active EE | $71 | $919-92.3% | $2,568-97.2% | $2,310-96.9% |
| Participant deferral / active EE | $0 | $1,783-100.0% | $3,537-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $4,561-100.0% | $97-100.0% |