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 | $39,987 | $167,484-76.1% | $151,611-73.6% | $134,475-70.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.05% | 7.80%-27.8pp | 3.33%-23.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,834 | $6,829-58.5% | $6,166-54.0% | $4,740-40.2% |
| Participant deferral / active EE | $3,868 | $8,986-57.0% | $8,363-53.8% | $6,400-39.6% |
| Admin fee / account holder | $44 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |