Filed March 18, 2016
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $485,170 | $63,764+660.9% | $81,930+492.2% | $79,858+507.5% |
| Participation rate | 94.6% | 67.5%+27.1pp | 72.0%+22.6pp | 69.6%+24.9pp |
| Annual return | 108.80% | 22.66%+86.1pp | 29.49%+79.3pp | 31.71%+77.1pp |
| Employer contribution / active EE | $24,445 | $1,795+1261.6% | $4,310+467.2% | $2,471+889.4% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $18 | $4,426-99.6% | $5,158-99.6% | $5,306-99.7% |