Filed December 5, 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 7-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 | $41,016 | $89,808-54.3% | $100,391-59.1% | $77,643-47.2% |
| Participation rate | 93.5% | 81.2%+12.3pp | 81.5%+12.0pp | 70.6%+22.9pp |
| Annual return | -24.83% | 20.62%-45.5pp | 49.20%-74.0pp | 31.24%-56.1pp |
| Employer contribution / active EE | $6,182 | $3,039+103.4% | $3,942+56.8% | $2,726+126.8% |
| Participant deferral / active EE | $0 | $8,284-100.0% | $8,082-100.0% | $4,647-100.0% |
| Admin fee / account holder | $6 | $174-96.7% | $7,899-99.9% | $430-98.6% |