Filed January 16, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,531 | $74,552-4.1% | $62,995+13.5% | $69,631+2.7% |
| Participation rate | 97.8% | 78.3%+19.5pp | 74.8%+23.0pp | 70.7%+27.1pp |
| Annual return | 10.99% | 15.77%-4.8pp | 87.57%-76.6pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $4,653 | $2,929+58.8% | $2,759+68.6% | $2,032+129.0% |
| Participant deferral / active EE | $2,077 | $2,974-30.2% | $3,329-37.6% | $3,224-35.6% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |