Filed March 23, 2022 (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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,225 | $39,162-71.3% | $100,671-88.8% | $59,632-81.2% |
| Participation rate | 97.6% | 55.9%+41.7pp | 70.7%+26.9pp | 68.7%+28.9pp |
| Annual return | 45.51% | 21.07%+24.4pp | 20.43%+25.1pp | 2041.28%-1995.8pp |
| Employer contribution / active EE | $1,784 | $1,151+55.1% | $4,012-55.5% | $2,203-19.0% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |