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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,841 | $87,125-4.9% | $108,410-23.6% | $86,799-4.6% |
| Participation rate | 98.7% | 80.5%+18.2pp | 80.1%+18.6pp | 72.3%+26.4pp |
| Annual return | 20.27% | 25.21%-4.9pp | 905.27%-885.0pp | 97.91%-77.6pp |
| Employer contribution / active EE | $2,338 | $2,477-5.6% | $3,558-34.3% | $2,405-2.8% |
| Participant deferral / active EE | $8,303 | $6,944+19.6% | $6,563+26.5% | $4,131+101.0% |
| Admin fee / account holder | $7 | $130-94.4% | $7,295-99.9% | $170-95.7% |