Filed June 10, 2015
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,219 | $67,984+43.0% | $65,493+48.4% | $74,304+30.8% |
| Participation rate | 70.8% | 66.3%+4.4pp | 73.1%-2.3pp | 60.3%+10.4pp |
| Annual return | 14.57% | 19.87%-5.3pp | 982.45%-967.9pp | 29.43%-14.9pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,422 | $3,346+151.7% | $3,961+112.6% | $3,767+123.5% |
| Admin fee / account holder | $8 | $1,373-99.4% | $5,028-99.8% | $2,969-99.7% |