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 | $231,717 | $91,407+153.5% | $135,903+70.5% | $71,457+224.3% |
| Participation rate | 97.4% | 75.7%+21.8pp | 81.9%+15.5pp | 67.9%+29.5pp |
| Annual return | 23.37% | 29.90%-6.5pp | 68.23%-44.9pp | 28.85%-5.5pp |
| Employer contribution / active EE | $8,309 | $3,703+124.3% | $4,856+71.1% | $2,588+221.1% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |