Filed May 10, 2018 (most recent of 3 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,769 | $148,978-59.9% | $200,582-70.2% | $84,808-29.5% |
| Participation rate | 87.1% | 84.2%+2.9pp | 86.9%+0.2pp | 68.3%+18.8pp |
| Annual return | 10.43% | 28.16%-17.7pp | 42.33%-31.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $3,485 | $4,815-27.6% | $6,419-45.7% | $2,631+32.5% |
| Participant deferral / active EE | $6,258 | $7,142-12.4% | $9,331-32.9% | $4,212+48.6% |
| Admin fee / account holder | $80 | $13,977-99.4% | $16,305-99.5% | $7,344-98.9% |