Filed December 29, 2016
Total covered: 2 employees
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,509 | $54,380-71.5% | $68,509-77.4% | $59,632-74.0% |
| Participation rate | 88.0% | 70.2%+17.8pp | 74.7%+13.3pp | 68.7%+19.3pp |
| Annual return | -4.51% | 2.83%-7.3pp | 8.27%-12.8pp | 2041.28%-2045.8pp |
| Employer contribution / active EE | $4,009 | $1,539+160.6% | $2,278+76.0% | $2,203+82.0% |
| Participant deferral / active EE | $2,489 | $2,643-5.8% | $3,382-26.4% | $3,192-22.0% |
| Admin fee / account holder | $96 | $3,885-97.5% | $5,275-98.2% | $4,297-97.8% |