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 | $217,901 | $96,635+125.5% | $86,612+151.6% | $139,434+56.3% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 24.90% | 106.41%-81.5pp | 591.07%-566.2pp | 372.94%-348.0pp |
| Employer contribution / active EE | $8,542 | $3,263+161.8% | $3,022+182.6% | $4,751+79.8% |
| Participant deferral / active EE | $14,266 | $4,836+195.0% | $4,438+221.5% | $6,710+112.6% |
| Admin fee / account holder | $10 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |