Filed April 28, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,920 | $48,230+96.8% | $67,502+40.6% | $80,856+17.4% |
| Participation rate | 88.2% | 66.4%+21.8pp | 72.9%+15.3pp | 67.6%+20.5pp |
| Annual return | 16.59% | 18.28%-1.7pp | 3512.12%-3495.5pp | 35.59%-19.0pp |
| Employer contribution / active EE | $891 | $2,020-55.9% | $2,731-67.4% | $2,755-67.7% |
| Participant deferral / active EE | $2,252 | $2,924-23.0% | $4,000-43.7% | $4,296-47.6% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |