Filed March 31, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,654 | $67,411+12.2% | $91,001-16.9% | $70,131+7.9% |
| Participation rate | 90.3% | 71.4%+19.0pp | 75.6%+14.7pp | 69.5%+20.8pp |
| Annual return | 21.34% | -40.16%+61.5pp | 4.60%+16.7pp | 73.14%-51.8pp |
| Employer contribution / active EE | $5,280 | $1,786+195.6% | $2,456+115.0% | $2,342+125.4% |
| Participant deferral / active EE | $10,370 | $2,823+267.4% | $3,547+192.3% | $3,332+211.2% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |