Filed May 30, 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 7-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 | $59,637 | $65,395-8.8% | $182,532-67.3% | $72,985-18.3% |
| Participation rate | 91.0% | 65.4%+25.6pp | 78.0%+13.1pp | 69.5%+21.6pp |
| Annual return | 51.76% | 27.68%+24.1pp | 148.54%-96.8pp | 81.00%-29.2pp |
| Employer contribution / active EE | $8,354 | $1,911+337.1% | $4,076+105.0% | $2,440+242.4% |
| Participant deferral / active EE | $9,646 | $3,563+170.8% | $5,524+74.6% | $3,607+167.4% |
| Admin fee / account holder | $39 | $4,245-99.1% | $8,592-99.5% | $5,124-99.2% |