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 | $22,725 | $91,517-75.2% | $101,248-77.6% | $73,409-69.0% |
| Participation rate | 97.2% | 73.8%+23.4pp | 75.8%+21.3pp | 72.2%+25.0pp |
| Annual return | 2.86% | 17.17%-14.3pp | 46.47%-43.6pp | 59.29%-56.4pp |
| Employer contribution / active EE | $712 | $2,877-75.3% | $3,660-80.6% | $2,234-68.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |