Filed March 19, 2021 (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 | $109,081 | $121,341-10.1% | $189,513-42.4% | $79,386+37.4% |
| Participation rate | 86.6% | 86.1%+0.5pp | 87.8%-1.2pp | 70.7%+15.9pp |
| Annual return | 13.26% | 21.08%-7.8pp | 555.15%-541.9pp | 116.85%-103.6pp |
| Employer contribution / active EE | $2,638 | $3,915-32.6% | $6,162-57.2% | $2,427+8.7% |
| Participant deferral / active EE | $4,915 | $6,395-23.2% | $8,221-40.2% | $4,046+21.5% |
| Admin fee / account holder | $5 | $651-99.3% | $12,045-100.0% | $626-99.2% |