Filed September 8, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,215 | $60,989+3.7% | $60,874+3.8% | $66,914-5.5% |
| Participation rate | 97.8% | 74.5%+23.3pp | 73.1%+24.7pp | 69.8%+28.0pp |
| Annual return | -10.62% | -9.60%-1.0pp | 16.90%-27.5pp | 1.58%-12.2pp |
| Employer contribution / active EE | $2,941 | $2,661+10.5% | $2,701+8.9% | $2,544+15.6% |
| Participant deferral / active EE | $5,910 | $3,615+63.5% | $3,817+54.8% | $4,237+39.5% |
| Admin fee / account holder | $37 | $338-89.0% | $3,224-98.9% | $593-93.8% |