Filed September 25, 2019 (most recent of 6 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 | $206,111 | $65,409+215.1% | $98,442+109.4% | $85,850+140.1% |
| Participation rate | 92.0% | 65.0%+27.0pp | 73.3%+18.7pp | 69.3%+22.7pp |
| Annual return | 13.86% | 21.76%-7.9pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,774 | $2,168+28.0% | $2,960-6.3% | $2,565+8.2% |
| Participant deferral / active EE | $7,215 | $3,166+127.9% | $4,276+68.7% | $3,952+82.6% |
| Admin fee / account holder | $240 | $4,593-94.8% | $5,949-96.0% | $6,260-96.2% |