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 | $11,935 | $41,377-71.2% | $109,313-89.1% | $62,891-81.0% |
| Participation rate | 96.6% | 57.5%+39.0pp | 71.3%+25.3pp | 69.3%+27.2pp |
| Annual return | 5.61% | 11.05%-5.4pp | 22.07%-16.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,887 | $1,276+47.9% | $3,892-51.5% | $2,281-17.3% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |