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 | $65,593 | $130,194-49.6% | $169,993-61.4% | $71,457-8.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 16.56% | 20.37%-3.8pp | 53.37%-36.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $3,845 | $4,381-12.2% | $6,785-43.3% | $2,588+48.6% |
| Participant deferral / active EE | $4,521 | $6,923-34.7% | $10,408-56.6% | $4,289+5.4% |
| Admin fee / account holder | $74 | $966-92.3% | $12,815-99.4% | $1,587-95.3% |