Filed December 17, 2014 (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 | $1,173,719 | $214,378+447.5% | $200,582+485.2% | $142,382+724.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.50% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $19,227 | $6,841+181.0% | $6,419+199.5% | $4,299+347.2% |
| Participant deferral / active EE | $21,679 | $9,865+119.8% | $9,331+132.3% | $6,507+233.2% |
| Admin fee / account holder | $52 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |