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 | $36,350 | $99,032-63.3% | $80,019-54.6% | $135,375-73.1% |
| Participation rate | 87.0% | 78.4%+8.6pp | 75.8%+11.1pp | 82.6%+4.3pp |
| Annual return | -8.41% | 15.39%-23.8pp | 11.22%-19.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,926 | $3,043+61.9% | $2,468+99.6% | $4,779+3.1% |
| Participant deferral / active EE | $2,778 | $4,282-35.1% | $3,686-24.6% | $5,609-50.5% |
| Admin fee / account holder | $219 | $10,436-97.9% | $6,521-96.6% | $10,827-98.0% |