Filed August 10, 2016
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,883 | $92,055-14.3% | $106,213-25.7% | $77,643+1.6% |
| Participation rate | 99.7% | 81.0%+18.7pp | 75.3%+24.4pp | 70.6%+29.1pp |
| Annual return | -6.56% | 17.91%-24.5pp | 116.14%-122.7pp | 31.24%-37.8pp |
| Employer contribution / active EE | $10,479 | $3,367+211.2% | $3,171+230.4% | $2,726+284.4% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $2 | $219-99.0% | $11,033-100.0% | $430-99.5% |