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 | $372,933 | $96,635+285.9% | $86,612+330.6% | $139,434+167.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.46% | 106.41%-88.0pp | 591.07%-572.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $34,358 | $3,263+952.9% | $3,022+1036.8% | $4,751+623.2% |
| Participant deferral / active EE | $13,715 | $4,836+183.6% | $4,438+209.1% | $6,710+104.4% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |