Filed May 16, 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 | $170,524 | $109,817+55.3% | $98,442+73.2% | $167,490+1.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.36% | 1956.69%-1937.3pp | 1492.73%-1473.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $10,490 | $3,224+225.4% | $2,960+254.4% | $4,837+116.8% |
| Participant deferral / active EE | $14,577 | $4,673+211.9% | $4,276+240.9% | $6,341+129.9% |
| Admin fee / account holder | $8 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |