Filed March 7, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,808 | $65,395-55.9% | $182,532-84.2% | $72,985-60.5% |
| Participation rate | 88.8% | 65.4%+23.3pp | 78.0%+10.8pp | 69.5%+19.3pp |
| Annual return | 27.96% | 27.68%+0.3pp | 148.54%-120.6pp | 81.00%-53.0pp |
| Employer contribution / active EE | $1,258 | $1,911-34.2% | $4,076-69.1% | $2,440-48.4% |
| Participant deferral / active EE | $3,585 | $3,563+0.6% | $5,524-35.1% | $3,607-0.6% |
| Admin fee / account holder | $936 | $4,245-77.9% | $8,592-89.1% | $5,124-81.7% |