Filed July 26, 2018
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,569 | $68,408+23.6% | $57,179+47.9% | $57,658+46.7% |
| Participation rate | 96.4% | 79.1%+17.2pp | 75.3%+21.0pp | 70.2%+26.1pp |
| Annual return | 6.40% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,084 | $2,869-27.4% | $2,682-22.3% | $1,974+5.6% |
| Participant deferral / active EE | $2,084 | $2,903-28.2% | $3,096-32.7% | $3,061-31.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |