Filed April 28, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,339 | $62,586-2.0% | $76,768-20.1% | $64,186-4.4% |
| Participation rate | 66.7% | 72.8%-6.1pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | -8.41% | -1.95%-6.5pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,753 | $1,832+50.3% | $2,485+10.8% | $2,381+15.6% |
| Participant deferral / active EE | $7,021 | $3,145+123.3% | $3,852+82.3% | $3,470+102.4% |
| Admin fee / account holder | $260 | $4,667-94.4% | $6,675-96.1% | $4,888-94.7% |