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 | $62,754 | $49,227+27.5% | $70,449-10.9% | $79,858-21.4% |
| Participation rate | 94.8% | 69.2%+25.7pp | 75.1%+19.8pp | 69.6%+25.2pp |
| Annual return | 11.85% | 30.06%-18.2pp | 109.03%-97.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $4,791 | $2,099+128.3% | $2,737+75.1% | $2,471+93.9% |
| Participant deferral / active EE | $3,422 | $2,768+23.7% | $3,709-7.7% | $3,740-8.5% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |