Filed March 11, 2020
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $747,975 | $54,573+1270.6% | $90,951+722.4% | $73,488+917.8% |
| Participation rate | 98.4% | 61.2%+37.2pp | 69.0%+29.4pp | 70.7%+27.7pp |
| Annual return | 62.58% | 16.69%+45.9pp | 134.60%-72.0pp | 28.51%+34.1pp |
| Employer contribution / active EE | $3,093 | $991+212.0% | $2,122+45.8% | $2,270+36.3% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |