Filed April 4, 2018
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 | $82,255 | $60,349+36.3% | $74,183+10.9% | $62,891+30.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.82% | 21.37%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,061 | $1,680+82.2% | $2,370+29.2% | $2,281+34.2% |
| Participant deferral / active EE | $2,320 | $2,856-18.8% | $3,550-34.6% | $3,203-27.6% |
| Admin fee / account holder | $284 | $4,261-93.3% | $5,586-94.9% | $4,296-93.4% |