Filed December 21, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,562 | $133,958-17.5% | $112,228-1.5% | $134,475-17.8% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -24.81% | 47.11%-71.9pp | 27.45%-52.3pp | 417.96%-442.8pp |
| Employer contribution / active EE | $3,453 | $4,038-14.5% | $3,635-5.0% | $4,740-27.1% |
| Participant deferral / active EE | $6,320 | $5,291+19.5% | $4,728+33.7% | $6,400-1.2% |
| Admin fee / account holder | $86 | $7,489-98.9% | $6,410-98.7% | $11,426-99.2% |