Filed September 20, 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,014 | $38,365-16.6% | $84,611-62.2% | $65,185-50.9% |
| Participation rate | 97.7% | 55.7%+42.1pp | 68.2%+29.5pp | 70.2%+27.5pp |
| Annual return | -23.00% | 32.00%-55.0pp | 258.74%-281.7pp | 29.38%-52.4pp |
| Employer contribution / active EE | $5,633 | $1,258+347.6% | $2,652+112.4% | $2,177+158.8% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,912-100.0% | $847-100.0% |