Filed April 20, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,394 | $84,784-17.0% | $98,439-28.5% | $74,419-5.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 29.52% | 20.59%+8.9pp | 21.16%+8.4pp | 34.38%-4.9pp |
| Employer contribution / active EE | $5,764 | $3,364+71.3% | $3,048+89.1% | $2,637+118.5% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,948-100.0% | $348-100.0% |