Filed December 17, 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 5-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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,602 | $62,603-91.1% | $104,294-94.6% | $66,914-91.6% |
| Participation rate | 100.0% | 59.6%+40.4pp | 73.3%+26.7pp | 69.8%+30.2pp |
| Annual return | -87.62% | -14.70%-72.9pp | 24.61%-112.2pp | 1.58%-89.2pp |
| Employer contribution / active EE | $5,990 | $1,972+203.8% | $3,372+77.6% | $2,544+135.4% |
| Participant deferral / active EE | $0 | $2,853-100.0% | $4,625-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $7,339-100.0% | $593-100.0% |