Filed March 20, 2017
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,985 | $57,976-10.3% | $62,995-17.5% | $62,292-16.5% |
| Participation rate | 83.6% | 75.9%+7.7pp | 74.8%+8.8pp | 69.5%+14.1pp |
| Annual return | 10.37% | 17.54%-7.2pp | 87.57%-77.2pp | 28.90%-18.5pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,543 | $2,956-47.8% | $3,329-53.7% | $3,169-51.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |