Filed March 7, 2016 (most recent of 2 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,792 | $55,932+201.8% | $76,735+120.0% | $67,986+148.3% |
| Participation rate | 100.0% | 50.8%+49.2pp | 69.5%+30.5pp | 57.2%+42.8pp |
| Annual return | -14.50% | 23.10%-37.6pp | 29.77%-44.3pp | 31.67%-46.2pp |
| Employer contribution / active EE | $8,089 | $1,487+444.1% | $2,454+229.6% | $2,019+300.7% |
| Participant deferral / active EE | $0 | $2,558-100.0% | $4,088-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,907-100.0% | $7,189-100.0% | $3,203-100.0% |