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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,627 | $99,079-77.2% | $77,999-71.0% | $273,961-91.7% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.5%+11.4pp | 83.0%+3.9pp |
| Annual return | 7.73% | 217.93%-210.2pp | 425.96%-418.2pp | 41.45%-33.7pp |
| Employer contribution / active EE | $4,754 | $3,308+43.7% | $2,470+92.5% | $4,869-2.3% |
| Participant deferral / active EE | $2,406 | $4,306-44.1% | $3,497-31.2% | $5,287-54.5% |
| Admin fee / account holder | $115 | $8,954-98.7% | $5,480-97.9% | $10,132-98.9% |