Filed February 3, 2023
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,100 | $35,600-96.9% | $87,507-98.7% | $63,975-98.3% |
| Participation rate | 78.3% | 56.1%+22.2pp | 73.8%+4.5pp | 71.1%+7.2pp |
| Annual return | 35.34% | 17.86%+17.5pp | 12.21%+23.1pp | 48.65%-13.3pp |
| Employer contribution / active EE | $0 | $854-100.0% | $2,550-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $901 | $1,660-45.7% | $3,149-71.4% | $3,356-73.1% |
| Admin fee / account holder | $4 | $51-93.0% | $4,221-99.9% | $70-95.0% |