Filed June 1, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,172 | $176,812-85.2% | $146,665-82.2% | $167,490-84.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.38% | 24.03%-12.7pp | 22.74%-11.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,571 | $5,160-69.5% | $4,136-62.0% | $4,837-67.5% |
| Participant deferral / active EE | $1,590 | $6,440-75.3% | $5,506-71.1% | $6,341-74.9% |
| Admin fee / account holder | $204 | $13,259-98.5% | $10,280-98.0% | $12,309-98.3% |