Filed March 29, 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 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 | $67,644 | $100,923-33.0% | $150,045-54.9% | $74,304-9.0% |
| Participation rate | 98.3% | 70.1%+28.2pp | 82.3%+16.0pp | 60.3%+38.0pp |
| Annual return | 11.48% | 51.77%-40.3pp | 62.55%-51.1pp | 29.43%-17.9pp |
| Employer contribution / active EE | $3,782 | $3,463+9.2% | $4,693-19.4% | $2,241+68.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $15 | $2,767-99.5% | $13,435-99.9% | $2,969-99.5% |