Filed February 15, 2021
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 | $53,221 | $63,114-15.7% | $92,893-42.7% | $65,185-18.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 19.93% | 28.75%-8.8pp | 109.41%-89.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $7,287 | $2,571+183.5% | $3,653+99.5% | $2,177+234.8% |
| Participant deferral / active EE | $3,241 | $3,108+4.3% | $4,236-23.5% | $3,514-7.8% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |