Filed October 21, 2021 (most recent of 4 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,720 | $130,194-18.0% | $169,993-37.2% | $71,457+49.3% |
| Participation rate | 96.0% | 86.1%+9.8pp | 87.0%+9.0pp | 67.9%+28.0pp |
| Annual return | 9.86% | 20.37%-10.5pp | 53.37%-43.5pp | 28.85%-19.0pp |
| Employer contribution / active EE | $3,504 | $4,381-20.0% | $6,785-48.4% | $2,588+35.4% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |