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.
Participant contribution per participant 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 | $67,897 | $79,694-14.8% | $96,139-29.4% | $79,386-14.5% |
| Participation rate | 99.5% | 54.0%+45.5pp | 68.4%+31.1pp | 70.7%+28.8pp |
| Annual return | 170.85% | 40.84%+130.0pp | 191.94%-21.1pp | 116.85%+54.0pp |
| Employer contribution / active EE | $3,942 | $1,443+173.2% | $2,797+41.0% | $2,427+62.4% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $5,537-100.0% | $626-100.0% |