Filed November 27, 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 8-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 | $59,919 | $46,722+28.2% | $130,648-54.1% | $65,185-8.1% |
| Participation rate | 82.2% | 60.9%+21.2pp | 71.7%+10.4pp | 70.2%+12.0pp |
| Annual return | 5.07% | 24.17%-19.1pp | 1708.96%-1703.9pp | 29.38%-24.3pp |
| Employer contribution / active EE | $1,826 | $1,488+22.8% | $4,092-55.4% | $2,177-16.1% |
| Participant deferral / active EE | $2,957 | $2,545+16.2% | $3,603-17.9% | $3,514-15.8% |
| Admin fee / account holder | $0 | $453-100.0% | $5,464-100.0% | $847-100.0% |