Filed October 7, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,529 | $100,754-36.9% | $86,677-26.7% | $134,475-52.8% |
| Participation rate | 88.2% | 78.9%+9.3pp | 76.6%+11.7pp | 81.2%+7.0pp |
| Annual return | -11.79% | 29.04%-40.8pp | 35.91%-47.7pp | 417.96%-429.8pp |
| Employer contribution / active EE | $864 | $3,489-75.2% | $2,836-69.5% | $4,740-81.8% |
| Participant deferral / active EE | $2,379 | $5,338-55.4% | $4,656-48.9% | $6,400-62.8% |
| Admin fee / account holder | $2 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |