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 | $54,991 | $80,177-31.4% | $123,892-55.6% | $57,658-4.6% |
| Participation rate | 95.6% | 74.4%+21.1pp | 81.4%+14.2pp | 70.2%+25.4pp |
| Annual return | 9.64% | 17.90%-8.3pp | 47.52%-37.9pp | 5.13%+4.5pp |
| Employer contribution / active EE | $11,098 | $2,913+281.0% | $4,617+140.4% | $1,974+462.3% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |