Filed March 18, 2016
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,736 | $58,927+310.2% | $76,817+214.7% | $72,985+231.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 0.22% | 2305.64%-2305.4pp | 1166.11%-1165.9pp | 81.00%-80.8pp |
| Employer contribution / active EE | $27,110 | $1,787+1417.3% | $2,302+1077.7% | $2,440+1011.2% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $19 | $4,013-99.5% | $6,420-99.7% | $5,124-99.6% |