Filed January 4, 2018 (most recent of 3 filings on file)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,013 | $69,763+0.4% | $67,502+3.7% | $74,495-6.0% |
| Participation rate | 84.7% | 71.4%+13.4pp | 72.9%+11.9pp | 67.2%+17.5pp |
| Annual return | 19.61% | -40.34%+59.9pp | 3512.12%-3492.5pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $4,590 | $2,704+69.7% | $2,731+68.1% | $2,623+75.0% |
| Participant deferral / active EE | $6,121 | $3,636+68.3% | $4,000+53.0% | $4,346+40.8% |
| Admin fee / account holder | $19 | $896-97.9% | $3,998-99.5% | $1,942-99.0% |