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 | $48,561 | $226,064-78.5% | $182,532-73.4% | $152,861-68.2% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 15.31% | 192.51%-177.2pp | 148.54%-133.2pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,146 | $4,978-56.9% | $4,076-47.3% | $4,762-54.9% |
| Participant deferral / active EE | $5,284 | $6,368-17.0% | $5,524-4.3% | $5,850-9.7% |
| Admin fee / account holder | $7 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |