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 | $118,556 | $136,307-13.0% | $177,821-33.3% | $73,488+61.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 15.09% | 18.68%-3.6pp | 48.32%-33.2pp | 28.51%-13.4pp |
| Employer contribution / active EE | $3,901 | $3,712+5.1% | $5,918-34.1% | $2,270+71.8% |
| Participant deferral / active EE | $4,223 | $5,829-27.6% | $7,714-45.3% | $3,740+12.9% |
| Admin fee / account holder | $8 | $596-98.6% | $12,427-99.9% | $513-98.4% |