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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,130 | $96,635-62.6% | $86,612-58.3% | $139,434-74.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 18.82% | 106.41%-87.6pp | 591.07%-572.2pp | 372.94%-354.1pp |
| Employer contribution / active EE | $931 | $3,263-71.5% | $3,022-69.2% | $4,751-80.4% |
| Participant deferral / active EE | $5,264 | $4,836+8.9% | $4,438+18.6% | $6,710-21.6% |
| Admin fee / account holder | $12 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |