Filed April 6, 2016 (most recent of 2 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,047 | $211,958-69.3% | $169,463-61.6% | $135,375-52.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.77% | 3.26%-12.0pp | 1.83%-10.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,477 | $5,120-51.6% | $4,159-40.4% | $4,779-48.2% |
| Participant deferral / active EE | $4,787 | $6,075-21.2% | $5,277-9.3% | $5,609-14.7% |
| Admin fee / account holder | $41 | $11,471-99.6% | $9,109-99.6% | $10,827-99.6% |