Filed February 5, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $498,809 | $201,272+147.8% | $184,203+170.8% | $145,922+241.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.55% | 29.00%-16.4pp | 28.81%-16.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $21,050 | $7,022+199.8% | $6,427+227.5% | $4,660+351.7% |
| Participant deferral / active EE | $18,569 | $9,806+89.4% | $9,131+103.4% | $6,688+177.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |