Filed October 8, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,829 | $232,540-82.9% | $185,117-78.5% | $147,584-73.0% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 10.52% | 43.03%-32.5pp | 40.50%-30.0pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,788 | $5,195-65.6% | $4,182-57.2% | $4,876-63.3% |
| Participant deferral / active EE | $4,811 | $5,834-17.5% | $5,045-4.6% | $5,439-11.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |