Filed February 28, 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 6-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 | $45,378 | $57,281-20.8% | $86,612-47.6% | $75,163-39.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.08% | 2670.75%-2651.7pp | 591.07%-572.0pp | 160.62%-141.5pp |
| Employer contribution / active EE | $3,228 | $2,314+39.5% | $3,022+6.8% | $2,670+20.9% |
| Participant deferral / active EE | $7,636 | $3,318+130.2% | $4,438+72.1% | $4,125+85.1% |
| Admin fee / account holder | $1,572 | $4,112-61.8% | $5,614-72.0% | $5,651-72.2% |