Filed April 19, 2018
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,740 | $185,822-30.2% | $169,993-23.7% | $139,434-7.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.84% | 60.50%-51.7pp | 53.37%-44.5pp | 372.94%-364.1pp |
| Employer contribution / active EE | $7,529 | $7,590-0.8% | $6,785+11.0% | $4,751+58.5% |
| Participant deferral / active EE | $14,973 | $11,622+28.8% | $10,408+43.9% | $6,710+123.1% |
| Admin fee / account holder | $206 | $15,381-98.7% | $12,815-98.4% | $11,403-98.2% |