Filed August 29, 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 | $113,791 | $122,239-6.9% | $184,203-38.2% | $74,495+52.8% |
| Participation rate | 71.0% | 85.5%-14.5pp | 86.8%-15.8pp | 67.2%+3.8pp |
| Annual return | 13.36% | 19.95%-6.6pp | 28.81%-15.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,434 | $4,537-24.3% | $6,427-46.6% | $2,623+30.9% |
| Participant deferral / active EE | $5,860 | $7,139-17.9% | $9,131-35.8% | $4,346+34.9% |
| Admin fee / account holder | $20 | $1,260-98.4% | $13,901-99.9% | $1,942-99.0% |