Filed April 21, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,414 | $91,760+195.8% | $156,181+73.8% | $67,986+299.2% |
| Participation rate | 99.4% | 65.0%+34.4pp | 78.8%+20.6pp | 57.2%+42.2pp |
| Annual return | 12.71% | 18.14%-5.4pp | 64.87%-52.2pp | 31.67%-19.0pp |
| Employer contribution / active EE | $12,593 | $2,419+420.5% | $4,294+193.3% | $2,019+523.8% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,949-100.0% | $14,586-100.0% | $3,203-100.0% |