Filed October 1, 2021 (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 | $27,449 | $74,706-63.3% | $75,696-63.7% | $79,386-65.4% |
| Participation rate | 95.5% | 75.3%+20.2pp | 74.8%+20.7pp | 70.7%+24.8pp |
| Annual return | 12.15% | 18.52%-6.4pp | 104.53%-92.4pp | 116.85%-104.7pp |
| Employer contribution / active EE | $4,198 | $2,590+62.1% | $2,743+53.1% | $2,427+72.9% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |