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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,456 | $108,719+138.6% | $101,326+156.1% | $85,563+203.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 81.5%+18.5pp | 66.0%+34.0pp |
| Annual return | 13.60% | 20.95%-7.4pp | 36.82%-23.2pp | 31.51%-17.9pp |
| Employer contribution / active EE | $6,861 | $3,114+120.3% | $3,665+87.2% | $2,654+158.5% |
| Participant deferral / active EE | $0 | $8,545-100.0% | $7,994-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $11,185-100.0% | $834-100.0% |