Filed May 10, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,724 | $76,050+81.1% | $96,544+42.7% | $71,457+92.7% |
| Participation rate | 90.1% | 74.4%+15.7pp | 76.0%+14.1pp | 67.9%+22.1pp |
| Annual return | 10.98% | 22.81%-11.8pp | 25.84%-14.9pp | 28.85%-17.9pp |
| Employer contribution / active EE | $8,411 | $2,244+274.8% | $2,965+183.7% | $2,588+225.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |