Filed April 1, 2019
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 8-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $438,014 | $73,638+494.8% | $95,952+356.5% | $73,488+496.0% |
| Participation rate | 93.5% | 76.2%+17.4pp | 77.1%+16.4pp | 70.7%+22.8pp |
| Annual return | 30.51% | 16.78%+13.7pp | 91.61%-61.1pp | 28.51%+2.0pp |
| Employer contribution / active EE | $16,742 | $1,863+798.6% | $2,541+558.9% | $2,270+637.5% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |