Filed April 19, 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 9-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,838 | $101,317+193.0% | $146,958+102.0% | $74,495+298.5% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.2%+3.6pp | 67.2%+18.5pp |
| Annual return | 88.04% | 8730.91%-8642.9pp | 418.34%-330.3pp | 1364.94%-1276.9pp |
| Employer contribution / active EE | $1,452 | $3,810-61.9% | $4,933-70.6% | $2,623-44.7% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |