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 | $113,839 | $102,553+11.0% | $151,611-24.9% | $66,914+70.1% |
| Participation rate | 91.5% | 85.5%+6.0pp | 87.5%+4.0pp | 69.8%+21.7pp |
| Annual return | -15.24% | -10.82%-4.4pp | 3.33%-18.6pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,452 | $4,180-17.4% | $6,166-44.0% | $2,544+35.7% |
| Participant deferral / active EE | $4,388 | $6,641-33.9% | $8,363-47.5% | $4,237+3.6% |
| Admin fee / account holder | $12 | $630-98.2% | $11,616-99.9% | $593-98.0% |