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 | $102,161 | $67,331+51.7% | $60,874+67.8% | $134,475-24.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -12.40% | 49.93%-62.3pp | 16.90%-29.3pp | 417.96%-430.4pp |
| Employer contribution / active EE | $5,339 | $3,096+72.4% | $2,701+97.6% | $4,740+12.7% |
| Participant deferral / active EE | $6,550 | $4,538+44.3% | $3,817+71.6% | $6,400+2.3% |
| Admin fee / account holder | $24 | $4,582-99.5% | $3,224-99.3% | $11,426-99.8% |