Filed March 28, 2019 (most recent of 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,025 | $88,751-20.0% | $81,812-13.2% | $145,922-51.3% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 10.37% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $6,287 | $3,083+103.9% | $2,912+115.9% | $4,660+34.9% |
| Participant deferral / active EE | $11,985 | $4,643+158.1% | $4,319+177.5% | $6,688+79.2% |
| Admin fee / account holder | $18,994 | $8,415+125.7% | $7,386+157.2% | $13,397+41.8% |