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 | $22,491 | $60,989-63.1% | $60,874-63.1% | $66,914-66.4% |
| Participation rate | 77.4% | 74.5%+2.9pp | 73.1%+4.3pp | 69.8%+7.6pp |
| Annual return | -13.11% | -9.60%-3.5pp | 16.90%-30.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,795 | $3,615+5.0% | $3,817-0.6% | $4,237-10.4% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |