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 | $50,918 | $60,545-15.9% | $92,233-44.8% | $69,631-26.9% |
| Participation rate | 95.4% | 72.2%+23.2pp | 76.5%+18.9pp | 70.7%+24.7pp |
| Annual return | 6.01% | 19.71%-13.7pp | 176.28%-170.3pp | 27571.02%-27565.0pp |
| Employer contribution / active EE | $1,740 | $2,633-33.9% | $3,679-52.7% | $2,032-14.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |