Filed January 16, 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 | $110,764 | $99,985+10.8% | $146,665-24.5% | $85,850+29.0% |
| Participation rate | 91.7% | 73.1%+18.6pp | 80.1%+11.6pp | 69.3%+22.4pp |
| Annual return | 24.23% | 18.93%+5.3pp | 22.74%+1.5pp | 318.53%-294.3pp |
| Employer contribution / active EE | $5,485 | $2,559+114.4% | $4,136+32.6% | $2,565+113.8% |
| Participant deferral / active EE | $12,482 | $4,006+211.6% | $5,506+126.7% | $3,952+215.9% |
| Admin fee / account holder | $3,226 | $7,702-58.1% | $10,280-68.6% | $6,260-48.5% |