Filed February 2, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,396 | $103,376-14.5% | $87,100+1.5% | $152,861-42.2% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.9%+11.4pp | 82.4%+5.8pp |
| Annual return | 24.34% | 28.10%-3.8pp | 28.19%-3.9pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,614 | $3,220-18.8% | $2,521+3.7% | $4,762-45.1% |
| Participant deferral / active EE | $5,117 | $4,778+7.1% | $4,049+26.4% | $5,850-12.5% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |