Filed February 24, 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 | $193,984 | $214,378-9.5% | $200,582-3.3% | $142,382+36.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.26% | 46.41%-34.1pp | 42.33%-30.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $9,067 | $6,841+32.5% | $6,419+41.3% | $4,299+110.9% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $26 | $17,692-99.9% | $16,305-99.8% | $12,624-99.8% |