Filed November 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 9-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $558,908 | $88,751+529.7% | $81,812+583.2% | $145,922+283.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.59% | 1025.40%-1009.8pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $11,796 | $3,083+282.6% | $2,912+305.0% | $4,660+153.1% |
| Participant deferral / active EE | $6,688 | $4,643+44.0% | $4,319+54.9% | $6,6880% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |