Filed December 15, 2014 (most recent of 3 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,172 | $148,978-70.4% | $200,582-78.0% | $84,808-47.9% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 15.82% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,163 | $4,815-55.1% | $6,419-66.3% | $2,631-17.8% |
| Participant deferral / active EE | $2,172 | $7,142-69.6% | $9,331-76.7% | $4,212-48.4% |
| Admin fee / account holder | $76 | $13,977-99.5% | $16,305-99.5% | $7,344-99.0% |