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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,458 | $56,443-40.7% | $83,848-60.1% | $55,725-40.0% |
| Participation rate | 99.1% | 72.0%+27.1pp | 76.1%+23.0pp | 70.9%+28.2pp |
| Annual return | -6.97% | 393.67%-400.6pp | 850.88%-857.9pp | 244.93%-251.9pp |
| Employer contribution / active EE | $1,715 | $2,682-36.1% | $3,631-52.8% | $2,078-17.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |