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 | $69,850 | $106,236-34.3% | $112,228-37.8% | $64,808+7.8% |
| Participation rate | 91.8% | 71.7%+20.2pp | 75.1%+16.8pp | 71.5%+20.4pp |
| Annual return | -3.29% | -6.02%+2.7pp | 27.45%-30.7pp | 32.82%-36.1pp |
| Employer contribution / active EE | $3,344 | $3,166+5.6% | $3,635-8.0% | $2,506+33.4% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |