Filed May 2, 2016
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,194 | $82,032-42.5% | $123,104-61.7% | $59,632-20.9% |
| Participation rate | 94.9% | 83.2%+11.7pp | 86.8%+8.1pp | 68.7%+26.2pp |
| Annual return | 2.49% | 5.12%-2.6pp | 13.22%-10.7pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $4,948 | $3,297+50.1% | $5,151-3.9% | $2,203+124.6% |
| Participant deferral / active EE | $4,687 | $4,667+0.4% | $6,230-24.8% | $3,192+46.8% |
| Admin fee / account holder | $50 | $5,881-99.1% | $9,015-99.4% | $4,297-98.8% |