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 | $61,483 | $45,073+36.4% | $69,455-11.5% | $72,985-15.8% |
| Participation rate | 92.9% | 68.5%+24.4pp | 74.6%+18.2pp | 69.5%+23.4pp |
| Annual return | 19.25% | 22.65%-3.4pp | 28.97%-9.7pp | 81.00%-61.7pp |
| Employer contribution / active EE | $4,879 | $2,054+137.5% | $2,779+75.6% | $2,440+100.0% |
| Participant deferral / active EE | $3,485 | $2,602+33.9% | $3,535-1.4% | $3,607-3.4% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |