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 | $84,642 | $79,523+6.4% | $140,016-39.5% | $56,287+50.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 2.43% | 2.39%0pp | 651.12%-648.7pp | -9.96%+12.4pp |
| Employer contribution / active EE | $3,367 | $3,350+0.5% | $5,606-39.9% | $2,111+59.5% |
| Participant deferral / active EE | $3,716 | $5,129-27.5% | $6,927-46.4% | $3,350+10.9% |
| Admin fee / account holder | $10 | $614-98.4% | $10,705-99.9% | $521-98.1% |