Filed July 20, 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.
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 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 | $15,790 | $99,957-84.2% | $149,696-89.5% | $73,488-78.5% |
| Participation rate | 97.8% | 75.7%+22.1pp | 82.5%+15.3pp | 70.7%+27.1pp |
| Annual return | 11.85% | 53.87%-42.0pp | 276.60%-264.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,493 | $3,191-53.2% | $4,644-67.9% | $2,270-34.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7 | $551-98.6% | $9,309-99.9% | $513-98.5% |