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 | $81,511 | $64,286+26.8% | $90,951-10.4% | $73,409+11.0% |
| Participation rate | 99.3% | 63.6%+35.7pp | 69.0%+30.3pp | 72.2%+27.1pp |
| Annual return | 16.51% | 21.45%-4.9pp | 134.60%-118.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $6,378 | $895+613.0% | $2,122+200.6% | $2,234+185.6% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,959-100.0% | $158-100.0% |