Filed December 22, 2020
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.
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 | $4,779 | $44,473-89.3% | $76,523-93.8% | $55,725-91.4% |
| Participation rate | 100.0% | 51.0%+49.0pp | 68.0%+32.0pp | 70.9%+29.1pp |
| Annual return | -0.12% | -2.01%+1.9pp | -0.27%+0.1pp | 244.93%-245.1pp |
| Employer contribution / active EE | $520 | $1,101-52.8% | $2,647-80.4% | $2,078-75.0% |
| Participant deferral / active EE | $773 | $1,988-61.1% | $3,835-79.8% | $3,356-77.0% |
| Admin fee / account holder | $20 | $134-85.2% | $4,848-99.6% | $115-82.7% |