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 | $154,860 | $89,652+72.7% | $141,162+9.7% | $65,185+137.6% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.5%+14.5pp | 70.2%+26.8pp |
| Annual return | -2.42% | 32.79%-35.2pp | 71.39%-73.8pp | 29.38%-31.8pp |
| Employer contribution / active EE | $11,561 | $3,065+277.2% | $4,735+144.2% | $2,177+431.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |