Filed December 21, 2018
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.
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 | $146,311 | $46,423+215.2% | $75,886+92.8% | $67,579+116.5% |
| Participation rate | 94.4% | 63.1%+31.3pp | 69.3%+25.1pp | 71.3%+23.1pp |
| Annual return | -7.12% | 32.29%-39.4pp | 30.76%-37.9pp | 378.56%-385.7pp |
| Employer contribution / active EE | $1,004 | $1,406-28.6% | $2,500-59.8% | $2,148-53.2% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $153 | $132+16.2% | $5,418-97.2% | $142+7.6% |