Filed March 15, 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 4-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,453 | $57,541-81.8% | $95,745-89.1% | $75,163-86.1% |
| Participation rate | 88.9% | 62.5%+26.4pp | 72.3%+16.6pp | 67.2%+21.7pp |
| Annual return | 26.05% | 34.93%-8.9pp | 28.35%-2.3pp | 160.62%-134.6pp |
| Employer contribution / active EE | $1,741 | $1,808-3.7% | $2,835-38.6% | $2,670-34.8% |
| Participant deferral / active EE | $2,944 | $3,074-4.2% | $4,245-30.6% | $4,125-28.6% |
| Admin fee / account holder | $19 | $4,099-99.5% | $5,678-99.7% | $5,651-99.7% |