Filed January 31, 2020
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 | $197,599 | $39,122+405.1% | $57,179+245.6% | $62,891+214.2% |
| Participation rate | 98.9% | 70.5%+28.4pp | 75.3%+23.6pp | 69.3%+29.6pp |
| Annual return | 5.91% | 9.23%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $9,858 | $1,874+426.0% | $2,682+267.5% | $2,281+332.2% |
| Participant deferral / active EE | $6,445 | $2,374+171.5% | $3,096+108.2% | $3,203+101.2% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |