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.
Annual investment return 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 | $1,118,672 | $54,701+1945.1% | $86,188+1198.0% | $71,457+1465.5% |
| Participation rate | 99.6% | 60.1%+39.5pp | 69.0%+30.6pp | 67.9%+31.7pp |
| Annual return | 5.36% | 20.06%-14.7pp | 1168.45%-1163.1pp | 28.85%-23.5pp |
| Employer contribution / active EE | $11,446 | $1,265+804.8% | $2,380+380.9% | $2,588+342.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $1,922-100.0% | $6,852-100.0% | $1,587-99.9% |