Filed November 17, 2022 (most recent of 3 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,635 | $95,880-14.9% | $107,525-24.1% | $85,563-4.6% |
| Participation rate | 93.2% | 70.1%+23.1pp | 75.1%+18.1pp | 66.0%+27.2pp |
| Annual return | 20.86% | 68.06%-47.2pp | 181.32%-160.5pp | 31.51%-10.7pp |
| Employer contribution / active EE | $3,862 | $3,812+1.3% | $3,754+2.9% | $2,654+45.5% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |