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 | $120,591 | $130,194-7.4% | $169,993-29.1% | $71,457+68.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 17.30% | 20.37%-3.1pp | 53.37%-36.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $4,663 | $4,381+6.4% | $6,785-31.3% | $2,588+80.2% |
| Participant deferral / active EE | $4,705 | $6,923-32.0% | $10,408-54.8% | $4,289+9.7% |
| Admin fee / account holder | $14 | $966-98.5% | $12,815-99.9% | $1,587-99.1% |