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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,074 | $197,591-79.7% | $177,821-77.5% | $158,922-74.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.58% | 58.76%-40.2pp | 48.32%-29.7pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,655 | $6,697-60.4% | $5,918-55.1% | $4,761-44.2% |
| Participant deferral / active EE | $3,241 | $8,405-61.4% | $7,714-58.0% | $5,982-45.8% |
| Admin fee / account holder | $133 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |