Filed June 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 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 | $49,682 | $61,214-18.8% | $83,333-40.4% | $56,287-11.7% |
| Participation rate | 94.3% | 72.6%+21.7pp | 77.8%+16.6pp | 69.9%+24.5pp |
| Annual return | -4.35% | 0.42%-4.8pp | 10.63%-15.0pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,137 | $1,925+11.0% | $3,379-36.7% | $2,111+1.2% |
| Participant deferral / active EE | $7,153 | $5,091+40.5% | $5,565+28.5% | $3,350+113.5% |
| Admin fee / account holder | $10 | $512-98.1% | $7,510-99.9% | $521-98.2% |