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 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 | $61,212 | $66,601-8.1% | $92,893-34.1% | $67,579-9.4% |
| Participation rate | 95.8% | 72.5%+23.3pp | 76.0%+19.8pp | 71.3%+24.5pp |
| Annual return | 16.98% | 92.58%-75.6pp | 109.41%-92.4pp | 378.56%-361.6pp |
| Employer contribution / active EE | $4,389 | $2,775+58.1% | $3,653+20.2% | $2,148+104.3% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |