Filed January 12, 2021
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.
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 | $38,830 | $65,322-40.6% | $70,449-44.9% | $73,488-47.2% |
| Participation rate | 85.4% | 77.0%+8.4pp | 75.1%+10.3pp | 70.7%+14.7pp |
| Annual return | 6.52% | 15.71%-9.2pp | 109.03%-102.5pp | 28.51%-22.0pp |
| Employer contribution / active EE | $3,444 | $2,460+40.0% | $2,737+25.9% | $2,270+51.7% |
| Participant deferral / active EE | $3,120 | $3,375-7.6% | $3,709-15.9% | $3,740-16.6% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |