Filed July 31, 2020
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 9-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.
Employer contribution per participant 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 | $5,768 | $62,561-90.8% | $105,218-94.5% | $52,331-89.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 77.2%+22.8pp | 68.1%+31.9pp |
| Annual return | 6.83% | 8.71%-1.9pp | 5.33%+1.5pp | 4.54%+2.3pp |
| Employer contribution / active EE | $446 | $2,137-79.1% | $3,255-86.3% | $1,882-76.3% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,867-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,992-100.0% | $592-100.0% |