Filed March 17, 2022 (most recent of 7 filings on file)
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 exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,234 | $138,331+121.4% | $86,677+253.3% | $89,394+242.6% |
| Participation rate | 98.9% | 88.9%+10.0pp | 76.6%+22.3pp | 71.3%+27.6pp |
| Annual return | -11.14% | -11.72%+0.6pp | 35.91%-47.0pp | -11.89%+0.8pp |
| Employer contribution / active EE | $10,962 | $4,812+127.8% | $2,836+286.5% | $3,022+262.8% |
| Participant deferral / active EE | $12,750 | $8,027+58.8% | $4,656+173.9% | $5,123+148.9% |
| Admin fee / account holder | $0 | $64-100.0% | $7,493-100.0% | $79-100.0% |