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 | $88,975 | $155,795-42.9% | $136,294-34.7% | $69,631+27.8% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 70.7%+25.4pp |
| Annual return | 20.52% | 232464.33%-232443.8pp | 5155.94%-5135.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $11,491 | $2,991+284.2% | $4,695+144.7% | $2,032+465.5% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |