Filed April 29, 2020 (most recent of 7 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 5-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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,996 | $60,545-38.9% | $92,233-59.9% | $69,631-46.9% |
| Participation rate | 99.7% | 72.2%+27.5pp | 76.5%+23.2pp | 70.7%+29.0pp |
| Annual return | 22.59% | 19.71%+2.9pp | 176.28%-153.7pp | 27571.02%-27548.4pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,679-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $7 | $145-95.2% | $5,194-99.9% | $110-93.7% |