Filed February 5, 2020 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,015 | $171,865-6.3% | $149,718+7.5% | $147,584+9.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 15.88% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,587 | $6,275-74.7% | $5,445-70.8% | $4,876-67.4% |
| Participant deferral / active EE | $1,271 | $7,271-82.5% | $6,569-80.7% | $5,439-76.6% |
| Admin fee / account holder | $27 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |