Filed August 23, 2022
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,781 | $52,467+19.7% | $57,179+9.8% | $55,167+13.8% |
| Participation rate | 97.2% | 75.8%+21.3pp | 75.3%+21.8pp | 69.0%+28.2pp |
| Annual return | 8.78% | 7.72%+1.1pp | 14.59%-5.8pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,304 | $2,477-47.4% | $2,682-51.4% | $1,963-33.6% |
| Participant deferral / active EE | $1,875 | $2,830-33.7% | $3,096-39.4% | $3,054-38.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |