Filed October 19, 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 | $48,393 | $209,411-76.9% | $178,490-72.9% | $158,922-69.5% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 19.43% | 188.75%-169.3pp | 151.07%-131.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $7,910 | $5,706+38.6% | $5,011+57.9% | $4,761+66.1% |
| Participant deferral / active EE | $5,571 | $5,954-6.4% | $5,202+7.1% | $5,982-6.9% |
| Admin fee / account holder | $185 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |