Filed March 14, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,155 | $77,813-42.0% | $123,544-63.5% | $64,186-29.6% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | -9.61% | 12.48%-22.1pp | 119.20%-128.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $2,181 | $3,014-27.7% | $4,628-52.9% | $2,381-8.4% |
| Participant deferral / active EE | $3,238 | $5,240-38.2% | $6,426-49.6% | $3,470-6.7% |
| Admin fee / account holder | $170 | $5,519-96.9% | $9,284-98.2% | $4,888-96.5% |