Filed December 18, 2018
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.
See 1 actuary disclosure. $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 | $0 | $253,814-100.0% | $226,711-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 61.5%-61.5pp | 48.3%-48.3pp | 48.7%-48.7pp |
| Annual return | -1.33% | -1.65%+0.3pp | -1.71%+0.4pp | -2.16%+0.8pp |
| Employer contribution / active EE | $19,078 | $52,988-64.0% | $45,357-57.9% | $42,957-55.6% |
| Participant deferral / active EE | $0 | $180-100.0% | $175-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $8,341-100.0% | $7,161-100.0% | $12,572-100.0% |