Filed January 11, 2019
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,140 | $129,942+107.9% | $104,294+159.0% | $134,475+100.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.87% | 42.03%-60.9pp | 24.61%-43.5pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,282 | $4,184+2.3% | $3,372+27.0% | $4,740-9.7% |
| Participant deferral / active EE | $5,191 | $5,588-7.1% | $4,625+12.2% | $6,400-18.9% |
| Admin fee / account holder | $94 | $9,323-99.0% | $7,339-98.7% | $11,426-99.2% |