Filed July 14, 2023 (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 | $96,803 | $79,124+22.3% | $60,874+59.0% | $64,808+49.4% |
| Participation rate | 93.6% | 77.7%+15.9pp | 73.1%+20.5pp | 71.5%+22.2pp |
| Annual return | -12.73% | -7.13%-5.6pp | 16.90%-29.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $3,594 | $3,050+17.8% | $2,701+33.1% | $2,506+43.4% |
| Participant deferral / active EE | $6,032 | $3,725+61.9% | $3,817+58.0% | $4,310+39.9% |
| Admin fee / account holder | $65 | $106-38.5% | $3,224-98.0% | $188-65.4% |