Filed February 5, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,381 | $227,553+61.0% | $189,557+93.3% | $167,490+118.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.04% | 78.40%-60.4pp | 64.17%-46.1pp | 478.56%-460.5pp |
| Employer contribution / active EE | $12,534 | $5,316+135.8% | $4,412+184.1% | $4,837+159.1% |
| Participant deferral / active EE | $4,604 | $7,002-34.2% | $6,174-25.4% | $6,341-27.4% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |