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 | $27,359 | $34,242-20.1% | $76,523-64.2% | $75,289-63.7% |
| Participation rate | 74.1% | 43.9%+30.2pp | 68.0%+6.1pp | 72.4%+1.7pp |
| Annual return | 18.02% | -0.98%+19.0pp | -0.27%+18.3pp | -0.04%+18.1pp |
| Employer contribution / active EE | $78 | $975-92.0% | $2,647-97.1% | $2,405-96.8% |
| Participant deferral / active EE | $0 | $1,872-100.0% | $3,835-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $112-100.0% | $4,848-100.0% | $102-100.0% |