Filed February 26, 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 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,355-100.0% | $141,162-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.5%-82.5pp | 69.5%-69.5pp |
| Annual return | 19.25% | 111.85%-92.6pp | 71.39%-52.1pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,373 | $3,114-23.8% | $4,735-49.9% | $2,440-2.7% |
| Participant deferral / active EE | $7,166 | $5,418+32.3% | $6,709+6.8% | $3,607+98.6% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |