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 | $65,350 | $34,677+88.5% | $77,024-15.2% | $64,808+0.8% |
| Participation rate | 98.5% | 49.8%+48.6pp | 67.9%+30.6pp | 71.5%+27.0pp |
| Annual return | 12.98% | -5.33%+18.3pp | 42.32%-29.3pp | 32.82%-19.8pp |
| Employer contribution / active EE | $5,166 | $1,370+277.1% | $2,812+83.7% | $2,506+106.2% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $5,425-100.0% | $188-100.0% |