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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,635 | $104,475-6.5% | $159,436-38.8% | $79,386+23.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 23.75% | 67.95%-44.2pp | 263.57%-239.8pp | 116.85%-93.1pp |
| Employer contribution / active EE | $5,004 | $3,417+46.5% | $4,829+3.6% | $2,427+106.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $19 | $711-97.3% | $10,799-99.8% | $626-97.0% |