Filed September 22, 2022 (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 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,487 | $39,859+51.8% | $78,689-23.1% | $57,658+4.9% |
| Participation rate | 97.7% | 66.1%+31.6pp | 73.6%+24.2pp | 70.2%+27.5pp |
| Annual return | 7.63% | 18.96%-11.3pp | 62.18%-54.5pp | 5.13%+2.5pp |
| Employer contribution / active EE | $3,017 | $1,786+68.9% | $2,851+5.8% | $1,974+52.8% |
| Participant deferral / active EE | $4,118 | $2,248+83.2% | $3,517+17.1% | $3,061+34.6% |
| Admin fee / account holder | $271 | $76+255.6% | $4,510-94.0% | $95+186.6% |