Filed January 24, 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 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,308 | $100,852+220.6% | $90,404+257.6% | $158,922+103.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.70% | 1724.20%-1716.5pp | 1293.02%-1285.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $23,220 | $3,689+529.5% | $3,262+611.8% | $4,761+387.7% |
| Participant deferral / active EE | $9,016 | $4,348+107.4% | $3,963+127.5% | $5,982+50.7% |
| Admin fee / account holder | $63 | $6,501-99.0% | $5,611-98.9% | $11,246-99.4% |