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.
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 | $22,587 | $92,703-75.6% | $82,719-72.7% | $134,475-83.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.87% | 944.92%-960.8pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,182 | $3,274-63.9% | $3,009-60.7% | $4,740-75.1% |
| Participant deferral / active EE | $7,143 | $4,802+48.7% | $4,395+62.5% | $6,400+11.6% |
| Admin fee / account holder | $11 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |