Filed January 8, 2018 (most recent of 2 filings on file)
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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,659 | $49,177+78.3% | $79,464+10.3% | $64,186+36.6% |
| Participation rate | 86.6% | 65.0%+21.5pp | 73.3%+13.2pp | 69.6%+17.0pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,348 | $2,076-35.1% | $2,800-51.9% | $2,381-43.4% |
| Participant deferral / active EE | $49 | $2,821-98.2% | $3,704-98.7% | $3,470-98.6% |
| Admin fee / account holder | $61 | $3,839-98.4% | $5,113-98.8% | $4,888-98.8% |