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 | $464,577 | $88,751+423.5% | $81,812+467.9% | $145,922+218.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.95% | 1025.40%-1012.5pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $36,097 | $3,083+1070.7% | $2,912+1139.5% | $4,660+674.7% |
| Participant deferral / active EE | $14,493 | $4,643+212.1% | $4,319+235.6% | $6,688+116.7% |
| Admin fee / account holder | $252 | $8,415-97.0% | $7,386-96.6% | $13,397-98.1% |