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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,435 | $57,921-9.5% | $84,750-38.1% | $57,658-9.1% |
| Participation rate | 94.2% | 72.9%+21.2pp | 76.6%+17.6pp | 70.2%+23.9pp |
| Annual return | 4.05% | 10.24%-6.2pp | 22.78%-18.7pp | 5.13%-1.1pp |
| Employer contribution / active EE | $2,092 | $2,598-19.5% | $3,574-41.5% | $1,974+6.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |