Filed June 7, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,645 | $66,310-62.8% | $93,606-73.7% | $65,185-62.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | -27.10% | 42.58%-69.7pp | 32.76%-59.9pp | 29.38%-56.5pp |
| Employer contribution / active EE | $1,761 | $2,012-12.5% | $2,718-35.2% | $2,177-19.1% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,897-100.0% | $7,888-100.0% | $847-100.0% |