Filed November 29, 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 | $115,891 | $82,879+39.8% | $96,576+20.0% | $67,986+70.5% |
| Participation rate | 99.1% | 75.2%+24.0pp | 81.4%+17.7pp | 57.2%+41.9pp |
| Annual return | 14.27% | 36.90%-22.6pp | 38.47%-24.2pp | 31.67%-17.4pp |
| Employer contribution / active EE | $4,208 | $2,727+54.3% | $3,553+18.4% | $2,019+108.4% |
| Participant deferral / active EE | $5,718 | $6,976-18.0% | $7,956-28.1% | $3,358+70.3% |
| Admin fee / account holder | $253 | $2,783-90.9% | $11,381-97.8% | $3,203-92.1% |