Filed November 20, 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 | $35,984 | $90,503-60.2% | $78,689-54.3% | $273,961-86.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.40% | 75.60%-70.2pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,713 | $3,176+16.9% | $2,851+30.2% | $4,869-23.7% |
| Participant deferral / active EE | $8,417 | $3,901+115.7% | $3,517+139.3% | $5,287+59.2% |
| Admin fee / account holder | $13 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |