Filed March 5, 2021 (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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,188 | $69,305-33.4% | $82,313-43.9% | $69,631-33.7% |
| Participation rate | 99.3% | 80.3%+19.0pp | 76.9%+22.4pp | 70.7%+28.6pp |
| Annual return | 28.19% | 21.47%+6.7pp | 25.88%+2.3pp | 27571.02%-27542.8pp |
| Employer contribution / active EE | $1,036 | $1,887-45.1% | $2,428-57.4% | $2,032-49.0% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $3 | $97-96.9% | $5,608-99.9% | $110-97.3% |