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 | $111,502 | $130,194-14.4% | $169,993-34.4% | $71,457+56.0% |
| Participation rate | 87.9% | 86.1%+1.8pp | 87.0%+0.9pp | 67.9%+20.0pp |
| Annual return | 17.55% | 20.37%-2.8pp | 53.37%-35.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $3,048 | $4,381-30.4% | $6,785-55.1% | $2,588+17.8% |
| Participant deferral / active EE | $6,154 | $6,923-11.1% | $10,408-40.9% | $4,289+43.5% |
| Admin fee / account holder | $4 | $966-99.6% | $12,815-100.0% | $1,587-99.8% |