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 | $109,333 | $88,122+24.1% | $141,162-22.5% | $67,579+61.8% |
| Participation rate | 94.7% | 76.5%+18.3pp | 82.5%+12.2pp | 71.3%+23.4pp |
| Annual return | 33.83% | 75.40%-41.6pp | 71.39%-37.6pp | 378.56%-344.7pp |
| Employer contribution / active EE | $7,074 | $3,224+119.4% | $4,735+49.4% | $2,148+229.4% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |