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 | $100,709 | $75,388+33.6% | $123,544-18.5% | $55,725+80.7% |
| Participation rate | 95.4% | 75.7%+19.8pp | 82.3%+13.1pp | 70.9%+24.6pp |
| Annual return | 23.67% | 4.48%+19.2pp | 119.20%-95.5pp | 244.93%-221.3pp |
| Employer contribution / active EE | $10,234 | $3,063+234.1% | $4,628+121.1% | $2,078+392.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |