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 | $63,804 | $91,517-30.3% | $101,248-37.0% | $73,409-13.1% |
| Participation rate | 92.4% | 73.8%+18.6pp | 75.8%+16.6pp | 72.2%+20.2pp |
| Annual return | 9.04% | 17.17%-8.1pp | 46.47%-37.4pp | 59.29%-50.3pp |
| Employer contribution / active EE | $4,776 | $2,877+66.0% | $3,660+30.5% | $2,234+113.8% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |