Filed June 28, 2019
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 | $167,053 | $110,094+51.7% | $151,611+10.2% | $68,494+143.9% |
| Participation rate | 91.3% | 84.0%+7.3pp | 87.5%+3.8pp | 67.9%+23.4pp |
| Annual return | -16.22% | -10.12%-6.1pp | 3.33%-19.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,267 | $4,471-26.9% | $6,166-47.0% | $2,596+25.8% |
| Participant deferral / active EE | $9,254 | $6,527+41.8% | $8,363+10.6% | $4,027+129.8% |
| Admin fee / account holder | $2 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |