Filed November 15, 2017 (most recent of 2 filings on file)
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 | $0 | $102,605-100.0% | $145,661-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 77.2%-77.2pp | 68.3%-68.3pp |
| Annual return | 15.34% | 26.50%-11.2pp | 101.46%-86.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $7,136 | $3,325+114.6% | $4,238+68.4% | $2,631+171.2% |
| Participant deferral / active EE | $13,991 | $5,750+143.3% | $7,198+94.4% | $4,212+232.2% |
| Admin fee / account holder | $0 | $8,758-100.0% | $12,466-100.0% | $7,344-100.0% |