Filed April 4, 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 9-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 | $68,625 | $167,483-59.0% | $115,752-40.7% | $147,584-53.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 19.99% | 12.11%+7.9pp | 19.41%+0.6pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,587 | $4,960-47.9% | $3,492-25.9% | $4,876-47.0% |
| Participant deferral / active EE | $5,112 | $7,037-27.4% | $5,204-1.8% | $5,439-6.0% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,885-100.0% |