Filed January 19, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,376 | $46,100-75.3% | $86,590-86.9% | $69,631-83.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 13.46% | 21.02%-7.6pp | 964.84%-951.4pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $1,167 | $1,850-36.9% | $2,839-58.9% | $2,032-42.6% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,906-100.0% | $110-100.0% |