Filed March 19, 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.
Annual investment return 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 | $152,948 | $132,049+15.8% | $200,582-23.7% | $74,304+105.8% |
| Participation rate | 87.2% | 84.1%+3.2pp | 86.9%+0.4pp | 60.3%+26.9pp |
| Annual return | 14.05% | 22.22%-8.2pp | 42.33%-28.3pp | 29.43%-15.4pp |
| Employer contribution / active EE | $3,304 | $4,558-27.5% | $6,419-48.5% | $2,241+47.4% |
| Participant deferral / active EE | $7,047 | $7,213-2.3% | $9,331-24.5% | $3,767+87.1% |
| Admin fee / account holder | $5 | $2,405-99.8% | $16,305-100.0% | $2,969-99.8% |