Filed November 9, 2016 (most recent of 2 filings on file)
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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,791 | $86,286-95.6% | $111,297-96.6% | $85,850-95.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 50.82% | 19.99%+30.8pp | 54.65%-3.8pp | 318.53%-267.7pp |
| Employer contribution / active EE | $1,421 | $2,043-30.4% | $2,731-48.0% | $2,565-44.6% |
| Participant deferral / active EE | $1,573 | $3,641-56.8% | $4,487-64.9% | $3,952-60.2% |
| Admin fee / account holder | $229 | $8,188-97.2% | $7,964-97.1% | $6,260-96.3% |