Filed June 16, 2016 (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 5-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,618 | $76,000-88.7% | $154,107-94.4% | $64,186-86.6% |
| Participation rate | 70.4% | 70.4%0pp | 83.0%-12.6pp | 69.6%+0.9pp |
| Annual return | 43.91% | 30.32%+13.6pp | 735.12%-691.2pp | 7.63%+36.3pp |
| Employer contribution / active EE | $511 | $3,351-84.7% | $5,298-90.4% | $2,381-78.5% |
| Participant deferral / active EE | $2,672 | $3,175-15.8% | $5,081-47.4% | $3,470-23.0% |
| Admin fee / account holder | $46 | $5,596-99.2% | $13,411-99.7% | $4,888-99.1% |