Filed October 21, 2021 (most recent of 3 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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,321 | $55,449+185.5% | $83,848+88.8% | $56,287+181.3% |
| Participation rate | 99.5% | 68.0%+31.5pp | 76.1%+23.3pp | 69.9%+29.6pp |
| Annual return | 36.54% | -1.38%+37.9pp | 850.88%-814.3pp | -9.96%+46.5pp |
| Employer contribution / active EE | $3,879 | $2,430+59.6% | $3,631+6.8% | $2,111+83.8% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |