Filed April 12, 2022
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,607 | $84,695-16.6% | $73,843-4.4% | $125,391-43.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.13% | 3123.53%-3122.4pp | 2267.84%-2266.7pp | 282.22%-281.1pp |
| Employer contribution / active EE | $5,965 | $3,123+91.0% | $2,787+114.0% | $4,866+22.6% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $219 | $5,691-96.1% | $4,880-95.5% | $9,540-97.7% |