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 | $89,752 | $89,7390% | $149,718-40.1% | $62,292+44.1% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.97% | 21.01%-1.0pp | 1501.63%-1481.7pp | 28.90%-8.9pp |
| Employer contribution / active EE | $2,482 | $3,233-23.2% | $5,445-54.4% | $2,042+21.5% |
| Participant deferral / active EE | $3,747 | $4,797-21.9% | $6,569-43.0% | $3,169+18.2% |
| Admin fee / account holder | $11 | $551-98.0% | $11,283-99.9% | $479-97.7% |