Filed August 15, 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,412 | $69,763-42.1% | $67,502-40.1% | $74,495-45.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.75% | -40.34%+55.1pp | 3512.12%-3497.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,422 | $2,704-10.4% | $2,731-11.3% | $2,623-7.6% |
| Participant deferral / active EE | $5,693 | $3,636+56.6% | $4,000+42.3% | $4,346+31.0% |
| Admin fee / account holder | $1 | $896-99.9% | $3,998-100.0% | $1,942-99.9% |