Filed July 17, 2017 (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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,703 | $94,529-41.1% | $140,016-60.2% | $64,186-13.2% |
| Participation rate | 76.5% | 84.1%-7.6pp | 87.5%-11.0pp | 69.6%+6.9pp |
| Annual return | 13.66% | 7.77%+5.9pp | 651.12%-637.5pp | 7.63%+6.0pp |
| Employer contribution / active EE | $712 | $3,812-81.3% | $5,606-87.3% | $2,381-70.1% |
| Participant deferral / active EE | $3,558 | $5,250-32.2% | $6,927-48.6% | $3,470+2.6% |
| Admin fee / account holder | $258 | $6,741-96.2% | $10,705-97.6% | $4,888-94.7% |