Filed July 7, 2016
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,105 | $84,695-73.9% | $73,843-70.1% | $125,391-82.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.78% | 3123.53%-3126.3pp | 2267.84%-2270.6pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,116 | $3,123-32.3% | $2,787-24.1% | $4,866-56.5% |
| Participant deferral / active EE | $5,500 | $3,992+37.8% | $3,583+53.5% | $5,352+2.8% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |