Filed October 2, 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 | $39,423 | $80,753-51.2% | $136,294-71.1% | $62,292-36.7% |
| Participation rate | 80.6% | 73.5%+7.0pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 19.97% | 35.83%-15.9pp | 5155.94%-5136.0pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,493 | $2,884-48.2% | $4,695-68.2% | $2,042-26.9% |
| Participant deferral / active EE | $4,403 | $5,164-14.7% | $6,247-29.5% | $3,169+39.0% |
| Admin fee / account holder | $15 | $525-97.2% | $9,243-99.8% | $479-96.9% |