Filed February 23, 2017 (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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,037 | $101,317-74.3% | $146,958-82.3% | $74,495-65.0% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | 210.36% | 8730.91%-8520.6pp | 418.34%-208.0pp | 1364.94%-1154.6pp |
| Employer contribution / active EE | $2,058 | $3,810-46.0% | $4,933-58.3% | $2,623-21.5% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |