Filed August 6, 2021
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 | $41,745 | $40,256+3.7% | $57,343-27.2% | $59,632-30.0% |
| Participation rate | 98.3% | 69.2%+29.1pp | 75.1%+23.2pp | 68.7%+29.6pp |
| Annual return | 1.26% | 27.49%-26.2pp | 24.39%-23.1pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $4,184 | $1,922+117.7% | $2,689+55.6% | $2,203+90.0% |
| Participant deferral / active EE | $2,989 | $2,399+24.6% | $3,162-5.5% | $3,192-6.4% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |