Filed April 18, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,832 | $73,404+21.0% | $87,100+2.0% | $67,579+31.4% |
| Participation rate | 99.5% | 80.9%+18.7pp | 76.9%+22.6pp | 71.3%+28.2pp |
| Annual return | 19.19% | 48.29%-29.1pp | 28.19%-9.0pp | 378.56%-359.4pp |
| Employer contribution / active EE | $3,449 | $2,014+71.3% | $2,521+36.8% | $2,148+60.6% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |