Filed May 10, 2021 (most recent of 2 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 | $85,524 | $56,629+51.0% | $77,999+9.6% | $55,167+55.0% |
| Participation rate | 97.1% | 73.3%+23.8pp | 75.5%+21.5pp | 69.0%+28.1pp |
| Annual return | 9.74% | 2866.98%-2857.2pp | 425.96%-416.2pp | 169.23%-159.5pp |
| Employer contribution / active EE | $3,150 | $1,723+82.8% | $2,470+27.5% | $1,963+60.5% |
| Participant deferral / active EE | $7,135 | $2,777+156.9% | $3,497+104.0% | $3,054+133.6% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |