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 | $249,856 | $45,035+454.8% | $62,995+296.6% | $70,131+256.3% |
| Participation rate | 97.7% | 69.5%+28.2pp | 74.8%+22.9pp | 69.5%+28.2pp |
| Annual return | 26.79% | 18.76%+8.0pp | 87.57%-60.8pp | 73.14%-46.4pp |
| Employer contribution / active EE | $10,442 | $2,051+409.1% | $2,759+278.5% | $2,342+345.8% |
| Participant deferral / active EE | $7,229 | $2,465+193.3% | $3,329+117.1% | $3,332+117.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |