Filed February 8, 2023 (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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,509 | $102,553-43.9% | $151,611-62.1% | $66,914-14.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -16.29% | -10.82%-5.5pp | 3.33%-19.6pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,766 | $4,180-9.9% | $6,166-38.9% | $2,544+48.0% |
| Participant deferral / active EE | $4,434 | $6,641-33.2% | $8,363-47.0% | $4,237+4.7% |
| Admin fee / account holder | $291 | $630-53.7% | $11,616-97.5% | $593-50.9% |