Filed June 4, 2020 (most recent of 2 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,588 | $63,114-76.9% | $92,893-84.3% | $65,185-77.6% |
| Participation rate | 97.1% | 68.8%+28.3pp | 76.0%+21.1pp | 70.2%+26.9pp |
| Annual return | 7.54% | 28.75%-21.2pp | 109.41%-101.9pp | 29.38%-21.8pp |
| Employer contribution / active EE | $874 | $2,571-66.0% | $3,653-76.1% | $2,177-59.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |