Filed February 23, 2015
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 | $23,792 | $54,121-56.0% | $134,143-82.3% | $73,409-67.6% |
| Participation rate | 92.3% | 64.4%+27.9pp | 72.2%+20.1pp | 72.2%+20.1pp |
| Annual return | 11.86% | -312.52%+324.4pp | 36.33%-24.5pp | 59.29%-47.4pp |
| Employer contribution / active EE | $685 | $1,402-51.1% | $3,704-81.5% | $2,234-69.3% |
| Participant deferral / active EE | $1,836 | $2,844-35.5% | $3,499-47.5% | $3,805-51.8% |
| Admin fee / account holder | $194 | $132+46.8% | $6,684-97.1% | $158+23.0% |