Filed December 16, 2019 (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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,563 | $136,307-2.7% | $177,821-25.5% | $73,488+80.4% |
| Participation rate | 83.6% | 86.1%-2.5pp | 87.7%-4.2pp | 70.7%+12.9pp |
| Annual return | 16.59% | 18.68%-2.1pp | 48.32%-31.7pp | 28.51%-11.9pp |
| Employer contribution / active EE | $3,108 | $3,712-16.3% | $5,918-47.5% | $2,270+36.9% |
| Participant deferral / active EE | $3,969 | $5,829-31.9% | $7,714-48.5% | $3,740+6.1% |
| Admin fee / account holder | $4 | $596-99.4% | $12,427-100.0% | $513-99.2% |