Filed April 22, 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 9-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 | $685,274 | $148,978+360.0% | $200,582+241.6% | $84,808+708.0% |
| Participation rate | 97.2% | 84.2%+13.0pp | 86.9%+10.3pp | 68.3%+28.9pp |
| Annual return | 24.34% | 28.16%-3.8pp | 42.33%-18.0pp | 40.90%-16.6pp |
| Employer contribution / active EE | $28,458 | $4,815+491.0% | $6,419+343.4% | $2,631+981.7% |
| Participant deferral / active EE | $19,297 | $7,142+170.2% | $9,331+106.8% | $4,212+358.2% |
| Admin fee / account holder | $35,760 | $13,977+155.8% | $16,305+119.3% | $7,344+386.9% |