Filed June 26, 2019 (most recent of 3 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,923 | $98,750-45.4% | $149,696-64.0% | $79,858-32.5% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 22.49% | 27.43%-4.9pp | 276.60%-254.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $3,108 | $3,216-3.4% | $4,644-33.1% | $2,471+25.8% |
| Participant deferral / active EE | $5,373 | $5,680-5.4% | $6,842-21.5% | $3,740+43.7% |
| Admin fee / account holder | $92 | $6,053-98.5% | $9,309-99.0% | $5,306-98.3% |