Filed February 25, 2022
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,426 | $129,021+67.0% | $184,203+17.0% | $77,643+177.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 321.91% | 33.27%+288.6pp | 28.81%+293.1pp | 31.24%+290.7pp |
| Employer contribution / active EE | $17,877 | $4,413+305.1% | $6,427+178.1% | $2,726+555.8% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $254-100.0% | $13,901-100.0% | $430-100.0% |