Filed February 26, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,160 | $123,793-49.0% | $177,821-64.5% | $79,858-20.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.23% | 22.82%-13.6pp | 48.32%-39.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,346 | $4,095-67.1% | $5,918-77.3% | $2,471-45.5% |
| Participant deferral / active EE | $4,599 | $5,956-22.8% | $7,714-40.4% | $3,740+23.0% |
| Admin fee / account holder | $275 | $7,243-96.2% | $12,427-97.8% | $5,306-94.8% |