Filed January 15, 2016
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 | $208,903 | $54,517+283.2% | $75,972+175.0% | $74,495+180.4% |
| Participation rate | 98.7% | 60.3%+38.4pp | 69.1%+29.6pp | 67.2%+31.5pp |
| Annual return | -11.12% | 31.82%-42.9pp | 359.55%-370.7pp | 1364.94%-1376.1pp |
| Employer contribution / active EE | $18,609 | $1,777+947.1% | $2,685+593.1% | $2,623+609.4% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,229-100.0% | $6,467-100.0% | $1,942-100.0% |