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 | $50,634 | $43,327+16.9% | $59,878-15.4% | $64,186-21.1% |
| Participation rate | 98.1% | 69.2%+29.0pp | 74.7%+23.4pp | 69.6%+28.6pp |
| Annual return | -5.66% | -1.55%-4.1pp | 3.46%-9.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,733 | $2,028+133.3% | $2,722+73.9% | $2,381+98.8% |
| Participant deferral / active EE | $3,381 | $2,546+32.8% | $3,402-0.6% | $3,470-2.5% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |