Filed February 17, 2017
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 7-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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,927 | $45,035+75.3% | $62,995+25.3% | $70,131+12.5% |
| Participation rate | 71.6% | 69.5%+2.1pp | 74.8%-3.2pp | 69.5%+2.0pp |
| Annual return | 16.95% | 18.76%-1.8pp | 87.57%-70.6pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,805 | $2,465+135.5% | $3,329+74.4% | $3,332+74.2% |
| Admin fee / account holder | $16 | $2,834-99.4% | $3,600-99.6% | $4,645-99.7% |