Filed March 10, 2015
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,930 | $84,487+120.1% | $125,339+48.3% | $66,914+177.9% |
| Participation rate | 95.7% | 76.4%+19.3pp | 82.4%+13.3pp | 69.8%+25.9pp |
| Annual return | -2.50% | -8.39%+5.9pp | 572.05%-574.6pp | 1.58%-4.1pp |
| Employer contribution / active EE | $9,085 | $3,553+155.7% | $4,814+88.7% | $2,544+257.1% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |