Filed May 16, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,630 | $158,817-93.3% | $121,196-91.2% | $135,375-92.1% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.7%+15.8pp | 82.6%+4.9pp |
| Annual return | -13.04% | -0.64%-12.4pp | 16.93%-30.0pp | 519.73%-532.8pp |
| Employer contribution / active EE | $1,192 | $5,665-79.0% | $4,022-70.4% | $4,779-75.1% |
| Participant deferral / active EE | $3,673 | $4,005-8.3% | $3,344+9.8% | $5,609-34.5% |
| Admin fee / account holder | $205 | $6,512-96.9% | $5,019-95.9% | $10,827-98.1% |