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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,716 | $42,353+265.3% | $79,550+94.5% | $64,808+138.7% |
| Participation rate | 99.5% | 64.8%+34.7pp | 69.5%+30.0pp | 71.5%+28.0pp |
| Annual return | 67.02% | -12.24%+79.3pp | 0.16%+66.9pp | 32.82%+34.2pp |
| Employer contribution / active EE | $11,383 | $1,181+864.2% | $2,413+371.7% | $2,506+354.2% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,832-100.0% | $188-100.0% |