Filed April 25, 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 8-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 | $128,860 | $82,202+56.8% | $125,339+2.8% | $64,808+98.8% |
| Participation rate | 93.9% | 77.9%+16.0pp | 82.4%+11.5pp | 71.5%+22.4pp |
| Annual return | 16.77% | 3.48%+13.3pp | 572.05%-555.3pp | 32.82%-16.1pp |
| Employer contribution / active EE | $8,335 | $3,615+130.5% | $4,814+73.2% | $2,506+232.6% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |