Filed January 4, 2018 (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 | $162,126 | $65,409+147.9% | $98,442+64.7% | $85,850+88.8% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 69.3%+27.0pp |
| Annual return | 16.58% | 21.76%-5.2pp | 1492.73%-1476.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $3,133 | $2,168+44.5% | $2,960+5.9% | $2,565+22.1% |
| Participant deferral / active EE | $4,068 | $3,166+28.5% | $4,276-4.9% | $3,952+3.0% |
| Admin fee / account holder | $223 | $4,593-95.1% | $5,949-96.2% | $6,260-96.4% |