Filed November 3, 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.
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 | $32,429 | $183,963-82.4% | $162,163-80.0% | $152,861-78.8% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.4%+12.0pp |
| Annual return | 27.82% | 150.76%-122.9pp | 115.59%-87.8pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,150 | $6,371-66.3% | $5,614-61.7% | $4,762-54.9% |
| Participant deferral / active EE | $2,596 | $8,034-67.7% | $7,298-64.4% | $5,850-55.6% |
| Admin fee / account holder | $6 | $13,121-100.0% | $10,843-99.9% | $11,596-100.0% |