Filed February 11, 2020
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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,327 | $82,664+3.2% | $125,339-31.9% | $68,494+24.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.20% | -5.97%-16.2pp | 572.05%-594.2pp | -7.84%-14.4pp |
| Employer contribution / active EE | $333 | $3,381-90.2% | $4,814-93.1% | $2,596-87.2% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $217 | $6,275-96.5% | $10,010-97.8% | $5,403-96.0% |