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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,891 | $74,706-64.0% | $75,696-64.5% | $79,386-66.1% |
| Participation rate | 77.8% | 75.3%+2.4pp | 74.8%+2.9pp | 70.7%+7.1pp |
| Annual return | 14.24% | 18.52%-4.3pp | 104.53%-90.3pp | 116.85%-102.6pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,580 | $3,533+1.3% | $3,821-6.3% | $4,046-11.5% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |