Filed June 21, 2019
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 3-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,621 | $89,652-71.4% | $141,162-81.8% | $65,185-60.7% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.5%+15.0pp | 70.2%+27.3pp |
| Annual return | 20.03% | 32.79%-12.8pp | 71.39%-51.4pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,958 | $3,065-36.1% | $4,735-58.7% | $2,177-10.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |