Filed March 10, 2015
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,070 | $75,183+46.4% | $123,892-11.2% | $55,167+99.5% |
| Participation rate | 99.2% | 72.8%+26.4pp | 81.4%+17.8pp | 69.0%+30.2pp |
| Annual return | 0.39% | 19.01%-18.6pp | 47.52%-47.1pp | 169.23%-168.8pp |
| Employer contribution / active EE | $12,500 | $2,823+342.7% | $4,617+170.8% | $1,963+537.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |