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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,792 | $91,762-65.4% | $67,502-52.9% | $77,643-59.1% |
| Participation rate | 98.0% | 75.9%+22.1pp | 72.9%+25.2pp | 70.6%+27.5pp |
| Annual return | 12.60% | 14.87%-2.3pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $4,643 | $3,181+46.0% | $2,731+70.0% | $2,726+70.3% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $176-100.0% | $3,998-100.0% | $430-100.0% |