Filed January 10, 2020 (most recent of 2 filings on file)
Total covered: 2 employees
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,172 | $211,958-97.1% | $169,463-96.4% | $135,375-95.4% |
| Participation rate | 73.9% | 82.6%-8.7pp | 77.8%-3.9pp | 82.6%-8.7pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,404 | $5,120-72.6% | $4,159-66.2% | $4,779-70.6% |
| Participant deferral / active EE | $3,671 | $6,075-39.6% | $5,277-30.4% | $5,609-34.6% |
| Admin fee / account holder | $157 | $11,471-98.6% | $9,109-98.3% | $10,827-98.5% |