Filed February 8, 2017
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 | $61,217 | $100,041-38.8% | $149,718-59.1% | $70,131-12.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.36% | 27.43%-17.1pp | 1501.63%-1491.3pp | 73.14%-62.8pp |
| Employer contribution / active EE | $2,009 | $3,662-45.1% | $5,445-63.1% | $2,342-14.2% |
| Participant deferral / active EE | $2,926 | $4,983-41.3% | $6,569-55.5% | $3,332-12.2% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |