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 | $31,714 | $43,133-26.5% | $89,391-64.5% | $73,488-56.8% |
| Participation rate | 98.5% | 55.0%+43.5pp | 68.0%+30.5pp | 70.7%+27.8pp |
| Annual return | -0.42% | 135.66%-136.1pp | 245.62%-246.0pp | 28.51%-28.9pp |
| Employer contribution / active EE | $5,888 | $1,438+309.5% | $2,586+127.7% | $2,270+159.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,881-100.0% | $513-100.0% |