Filed February 7, 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 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,211 | $63,924-82.5% | $108,579-89.7% | $55,167-79.7% |
| Participation rate | 85.1% | 74.3%+10.8pp | 79.6%+5.6pp | 69.0%+16.1pp |
| Annual return | 10.54% | 15.31%-4.8pp | -51.70%+62.2pp | 169.23%-158.7pp |
| Employer contribution / active EE | $1,934 | $1,879+2.9% | $3,758-48.5% | $1,963-1.5% |
| Participant deferral / active EE | $2,855 | $3,067-6.9% | $4,311-33.8% | $3,054-6.5% |
| Admin fee / account holder | $16 | $618-97.4% | $7,645-99.8% | $504-96.8% |