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 | $97,830 | $98,982-1.2% | $162,163-39.7% | $65,185+50.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 20.05% | 24.84%-4.8pp | 115.59%-95.5pp | 29.38%-9.3pp |
| Employer contribution / active EE | $3,438 | $3,467-0.8% | $5,614-38.8% | $2,177+58.0% |
| Participant deferral / active EE | $3,735 | $5,384-30.6% | $7,298-48.8% | $3,514+6.3% |
| Admin fee / account holder | $9 | $596-98.5% | $10,843-99.9% | $847-98.9% |