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.
Participant contribution per participant 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 | $19,731 | $69,362-71.6% | $101,248-80.5% | $73,488-73.2% |
| Participation rate | 98.2% | 68.4%+29.9pp | 75.8%+22.4pp | 70.7%+27.6pp |
| Annual return | 29.89% | 18.46%+11.4pp | 46.47%-16.6pp | 28.51%+1.4pp |
| Employer contribution / active EE | $3,421 | $2,628+30.2% | $3,660-6.5% | $2,270+50.7% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $704-99.9% | $5,945-100.0% | $513-99.8% |