Filed April 4, 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 9-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 | $3,977 | $59,186-93.3% | $76,768-94.8% | $56,287-92.9% |
| Participation rate | 98.0% | 75.2%+22.8pp | 77.0%+21.0pp | 69.9%+28.2pp |
| Annual return | -72.42% | 6.62%-79.0pp | 2.43%-74.8pp | -9.96%-62.5pp |
| Employer contribution / active EE | $2,536 | $1,759+44.2% | $2,485+2.0% | $2,111+20.1% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |