Filed February 19, 2019 (most recent of 3 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,748 | $66,601-67.3% | $92,893-76.6% | $67,579-67.8% |
| Participation rate | 97.9% | 72.5%+25.4pp | 76.0%+21.9pp | 71.3%+26.6pp |
| Annual return | 6.19% | 92.58%-86.4pp | 109.41%-103.2pp | 378.56%-372.4pp |
| Employer contribution / active EE | $1,049 | $2,775-62.2% | $3,653-71.3% | $2,148-51.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |