Filed December 16, 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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,429 | $73,004+130.7% | $90,749+85.6% | $68,494+145.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -8.67% | -13.81%+5.1pp | -12.16%+3.5pp | -7.84%-0.8pp |
| Employer contribution / active EE | $425 | $2,193-80.6% | $2,921-85.4% | $2,596-83.6% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $271 | $5,896-95.4% | $8,445-96.8% | $5,403-95.0% |