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 | $12,459 | $43,723-71.5% | $121,196-89.7% | $64,186-80.6% |
| Participation rate | 97.8% | 58.3%+39.5pp | 71.7%+26.0pp | 69.6%+28.2pp |
| Annual return | -3.77% | 68.91%-72.7pp | 16.93%-20.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,018 | $1,296+55.7% | $4,022-49.8% | $2,381-15.2% |
| Participant deferral / active EE | $0 | $2,280-100.0% | $3,344-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |