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 | $53,960 | $45,035+19.8% | $62,995-14.3% | $70,131-23.1% |
| Participation rate | 98.1% | 69.5%+28.6pp | 74.8%+23.3pp | 69.5%+28.5pp |
| Annual return | 16.73% | 18.76%-2.0pp | 87.57%-70.8pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,372 | $2,051+113.1% | $2,759+58.5% | $2,342+86.6% |
| Participant deferral / active EE | $3,123 | $2,465+26.7% | $3,329-6.2% | $3,332-6.3% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |