Filed June 12, 2018
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 8-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 | $127,564 | $77,660+64.3% | $109,143+16.9% | $79,386+60.7% |
| Participation rate | 99.0% | 67.8%+31.2pp | 75.9%+23.1pp | 70.7%+28.3pp |
| Annual return | 53.65% | 23.44%+30.2pp | 25.75%+27.9pp | 116.85%-63.2pp |
| Employer contribution / active EE | $1,115 | $2,797-60.1% | $3,722-70.0% | $2,427-54.1% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |