Filed April 27, 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 7-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,962 | $49,915+132.3% | $154,803-25.1% | $74,304+56.1% |
| Participation rate | 91.2% | 54.0%+37.3pp | 78.1%+13.1pp | 60.3%+30.9pp |
| Annual return | 27.92% | 34.06%-6.1pp | 58.88%-31.0pp | 29.43%-1.5pp |
| Employer contribution / active EE | $5,236 | $1,611+225.0% | $4,305+21.6% | $2,241+133.6% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |