Filed April 15, 2018
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 7-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 | $42,537 | $55,416-23.2% | $75,972-44.0% | $77,643-45.2% |
| Participation rate | 99.0% | 63.6%+35.4pp | 69.1%+29.9pp | 70.6%+28.4pp |
| Annual return | -6.21% | 17.07%-23.3pp | 359.55%-365.8pp | 31.24%-37.4pp |
| Employer contribution / active EE | $1,346 | $1,788-24.7% | $2,685-49.9% | $2,726-50.6% |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,255-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $414-100.0% | $6,467-100.0% | $430-100.0% |