Filed December 21, 2018
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,275 | $55,416+48.5% | $75,972+8.3% | $77,643+6.0% |
| Participation rate | 97.4% | 63.6%+33.8pp | 69.1%+28.3pp | 70.6%+26.8pp |
| Annual return | -11.70% | 17.07%-28.8pp | 359.55%-371.2pp | 31.24%-42.9pp |
| Employer contribution / active EE | $5,055 | $1,788+182.8% | $2,685+88.3% | $2,726+85.5% |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,255-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $414-100.0% | $6,467-100.0% | $430-100.0% |