Filed February 11, 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 | $113,383 | $185,200-38.8% | $142,863-20.6% | $167,490-32.3% |
| Participation rate | 75.0% | 78.4%-3.4pp | 71.9%+3.1pp | 82.1%-7.1pp |
| Annual return | 20.50% | 8555.70%-8535.2pp | 5637.54%-5617.0pp | 478.56%-458.1pp |
| Employer contribution / active EE | $2,851 | $5,604-49.1% | $4,144-31.2% | $4,837-41.1% |
| Participant deferral / active EE | $3,369 | $4,494-25.0% | $3,837-12.2% | $6,341-46.9% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |