Filed April 12, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,351 | $90,600+13.0% | $79,464+28.8% | $135,375-24.4% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -1.57% | 977.43%-979.0pp | 718.14%-719.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $9,563 | $3,068+211.7% | $2,800+241.5% | $4,779+100.1% |
| Participant deferral / active EE | $10,760 | $4,050+165.7% | $3,704+190.5% | $5,609+91.8% |
| Admin fee / account holder | $18 | $5,907-99.7% | $5,113-99.6% | $10,827-99.8% |