Filed December 22, 2020 (most recent of 6 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 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.
Participant contribution per participant 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 | $61,388 | $39,245+56.4% | $64,105-4.2% | $52,331+17.3% |
| Participation rate | 99.5% | 58.2%+41.3pp | 68.2%+31.4pp | 68.1%+31.4pp |
| Annual return | 11.26% | 14.79%-3.5pp | 791.24%-780.0pp | 4.54%+6.7pp |
| Employer contribution / active EE | $7,538 | $736+923.9% | $1,820+314.2% | $1,882+300.6% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |