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 | $197,969 | $69,159+186.3% | $125,175+58.2% | $67,579+192.9% |
| Participation rate | 98.9% | 78.2%+20.7pp | 79.8%+19.1pp | 71.3%+27.6pp |
| Annual return | 9.38% | 27.12%-17.7pp | 43.79%-34.4pp | 378.56%-369.2pp |
| Employer contribution / active EE | $8,543 | $2,023+322.2% | $3,865+121.0% | $2,148+297.7% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,702-100.0% | $142-100.0% |