Filed August 3, 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 8-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 | $67,248 | $51,769+29.9% | $57,343+17.3% | $52,331+28.5% |
| Participation rate | 99.1% | 75.2%+23.9pp | 75.1%+24.0pp | 68.1%+31.0pp |
| Annual return | 2.09% | 2.43%-0.3pp | 24.39%-22.3pp | 4.54%-2.5pp |
| Employer contribution / active EE | $4,107 | $2,335+75.9% | $2,689+52.7% | $1,882+118.2% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |