Filed June 27, 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 10-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,965 | $77,419-7.0% | $69,455+3.6% | $152,861-52.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.4%-2.4pp |
| Annual return | 15.11% | 39.06%-24.0pp | 28.97%-13.9pp | 345.32%-330.2pp |
| Employer contribution / active EE | $3,999 | $3,315+20.6% | $2,779+43.9% | $4,762-16.0% |
| Participant deferral / active EE | $3,321 | $4,414-24.8% | $3,535-6.1% | $5,850-43.2% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |