Filed March 9, 2020 (most recent of 3 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,405 | $58,208+565.6% | $81,812+373.5% | $80,856+379.1% |
| Participation rate | 97.9% | 63.4%+34.5pp | 72.3%+25.5pp | 67.6%+30.2pp |
| Annual return | 15.01% | 41.66%-26.6pp | 773.79%-758.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $10,622 | $2,340+353.9% | $2,912+264.7% | $2,755+285.6% |
| Participant deferral / active EE | $16,560 | $3,281+404.7% | $4,319+283.5% | $4,296+285.5% |
| Admin fee / account holder | $31,975 | $4,981+541.9% | $7,386+332.9% | $6,918+362.2% |