Filed February 22, 2022 (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.
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 | $191,824 | $111,072+72.7% | $156,263+22.8% | $102,872+86.5% |
| Participation rate | 99.4% | 80.1%+19.3pp | 78.9%+20.5pp | 73.0%+26.4pp |
| Annual return | -0.99% | 16.98%-18.0pp | 59.47%-60.5pp | 19.06%-20.0pp |
| Employer contribution / active EE | $10,573 | $4,017+163.2% | $4,333+144.0% | $3,526+199.8% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $6,158-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $14,255-100.0% | $292-100.0% |