Filed January 4, 2018 (most recent of 2 filings on file)
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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,052 | $75,388-81.4% | $123,544-88.6% | $55,725-74.8% |
| Participation rate | 99.8% | 75.7%+24.1pp | 82.3%+17.5pp | 70.9%+28.9pp |
| Annual return | 11.56% | 4.48%+7.1pp | 119.20%-107.6pp | 244.93%-233.4pp |
| Employer contribution / active EE | $5,626 | $3,063+83.7% | $4,628+21.6% | $2,078+170.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $120-99.5% | $9,284-100.0% | $115-99.5% |