Filed May 16, 2022 (most recent of 4 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 | $242,915 | $84,936+186.0% | $111,297+118.3% | $79,386+206.0% |
| Participation rate | 99.5% | 75.9%+23.6pp | 77.3%+22.2pp | 70.7%+28.8pp |
| Annual return | 29.26% | 17.45%+11.8pp | 54.65%-25.4pp | 116.85%-87.6pp |
| Employer contribution / active EE | $4,655 | $1,979+135.2% | $2,731+70.5% | $2,427+91.8% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |