Filed January 21, 2020
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 | $76,741 | $74,089+3.6% | $133,980-42.7% | $55,167+39.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 11.12% | 12.11%-1.0pp | 29.30%-18.2pp | 169.23%-158.1pp |
| Employer contribution / active EE | $2,406 | $3,064-21.5% | $5,211-53.8% | $1,963+22.6% |
| Participant deferral / active EE | $3,642 | $4,678-22.1% | $6,282-42.0% | $3,054+19.3% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |