Filed November 12, 2019 (most recent of 2 filings on file)
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 10-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,862 | $90,600-41.7% | $79,464-33.5% | $135,375-61.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.57% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,372 | $3,068+9.9% | $2,800+20.4% | $4,779-29.4% |
| Participant deferral / active EE | $3,895 | $4,050-3.8% | $3,704+5.1% | $5,609-30.6% |
| Admin fee / account holder | $33 | $5,907-99.4% | $5,113-99.4% | $10,827-99.7% |