Filed May 14, 2015
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.
Annual investment return 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 | $6,772 | $81,632-91.7% | $70,449-90.4% | $158,922-95.7% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.8pp |
| Annual return | 3.72% | 208.40%-204.7pp | 109.03%-105.3pp | 302.83%-299.1pp |
| Employer contribution / active EE | $1,111 | $3,217-65.5% | $2,737-59.4% | $4,761-76.7% |
| Participant deferral / active EE | $1,123 | $4,554-75.3% | $3,709-69.7% | $5,982-81.2% |
| Admin fee / account holder | $102 | $6,193-98.3% | $3,845-97.3% | $11,246-99.1% |