Filed March 11, 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 | $209,129 | $137,414+52.2% | $189,513+10.4% | $85,850+143.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.25% | 38.14%-21.9pp | 555.15%-538.9pp | 318.53%-302.3pp |
| Employer contribution / active EE | $6,489 | $4,344+49.4% | $6,162+5.3% | $2,565+153.0% |
| Participant deferral / active EE | $7,605 | $6,260+21.5% | $8,221-7.5% | $3,952+92.4% |
| Admin fee / account holder | $17,199 | $8,630+99.3% | $12,045+42.8% | $6,260+174.7% |