Filed February 10, 2015
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 | $43,845 | $73,515-40.4% | $62,995-30.4% | $147,584-70.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.95% | 175.43%-164.5pp | 87.57%-76.6pp | 578.55%-567.6pp |
| Employer contribution / active EE | $4,795 | $3,320+44.4% | $2,759+73.8% | $4,876-1.7% |
| Participant deferral / active EE | $6,231 | $4,185+48.9% | $3,329+87.2% | $5,439+14.6% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |