Filed November 17, 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 | $133,261 | $73,102+82.3% | $123,544+7.9% | $56,287+136.8% |
| Participation rate | 78.0% | 74.3%+3.7pp | 82.3%-4.3pp | 69.9%+8.1pp |
| Annual return | -7.03% | 3.01%-10.0pp | 119.20%-126.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,407 | $2,977-52.8% | $4,628-69.6% | $2,111-33.4% |
| Participant deferral / active EE | $7,472 | $5,423+37.8% | $6,426+16.3% | $3,350+123.1% |
| Admin fee / account holder | $7 | $554-98.8% | $9,284-99.9% | $521-98.7% |